A4 Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

A4 Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	+2,087	New	+$246K	0.16%	77

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

A4 Wealth Advisors's IEI Position: Q2 2026 in Review

A4 Wealth Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 2,087 shares worth $245K. The stake represents 0.16% of the portfolio and ranks #77 among its holdings.

506 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

A4 Wealth Advisors held 2,087 shares of iShares 3-7 Year Treasury Bond ETF worth $245K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new A4 Wealth Advisors position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.16% of A4 Wealth Advisors's portfolio in Q2 2026, its #77 holding.
506 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.