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Advisornet Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-304
Closed -$36.3K – 2305
2025
Q4 		$36.3K Sell
304
-574
-65% -$68.7K ﹤0.01% 1157
2025
Q3 		$105K Sell
878
-70
-7% -$8.33K 0.01% 777
2025
Q2 		$113K Buy
948
+890
+1,534% +$105K 0.01% 729
2025
Q1 		$6.85K Buy
+58
New +$6.75K ﹤0.01% 1527
2024
Q1 		– Sell
-23
Closed -$2.69K – 2263
2023
Q4 		$2.69K Hold
23
– – ﹤0.01% 1629
2023
Q3 		$2.6K Hold
23
– – ﹤0.01% 1569
2023
Q2 		$2.65K Buy
+23
New +$2.69K ﹤0.01% 1653
2023
Q1 		– Sell
-24
Closed -$2.76K – 2446
2022
Q4 		$2.76K Buy
+24
New +$2.75K ﹤0.01% 1597
2022
Q3 		– Sell
-367
Closed -$44K – 1938
2022
Q2 		$44K Buy
+367
New +$43.9K ﹤0.01% 902
2022
Q1 		– Sell
-700
Closed -$90K – 2081
2021
Q4 		$90K Hold
700
– – 0.01% 847
2021
Q3 		$91K Hold
700
– – 0.01% 822
2021
Q2 		$91K Sell
700
-100
-13% -$13.1K 0.01% 810
2021
Q1 		$104K Hold
800
– – 0.01% 737
2020
Q4 		$106K Sell
800
-668
-46% -$88.8K 0.01% 672
2020
Q3 		$196K Hold
1,468
– – 0.02% 495
2020
Q2 		$196K Sell
1,468
-511
-26% -$68.1K 0.02% 499
2020
Q1 		$264K Buy
1,979
+61
+3% +$7.86K 0.02% 418
2019
Q4 		$241K Hold
1,918
– – 0.02% 467
2019
Q3 		$243K Buy
1,918
+400
+26% +$50.5K 0.02% 460
2019
Q2 		$191K Buy
1,518
+550
+57% +$68K 0.02% 457
2019
Q1 		$119K Buy
968
+900
+1,324% +$110K 0.01% 512
2018
Q4 		$8K Hold
68
– – ﹤0.01% 1145
2018
Q3 		$8K Hold
68
– – ﹤0.01% 1177
2018
Q2 		$8K Hold
68
– – ﹤0.01% 1199
2018
Q1 		$8K Sell
68
-11,513
-99% -$1.39M ﹤0.01% 1138
2017
Q4 		$1.42M Buy
+11,581
New +$1.42M 0.22% 97

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's IEI Position: Q1 2026 in Review

Advisornet Financial sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 304 shares — an estimated $36.3K sold.

Advisornet Financial first reported a position in IEI in Q4 2017 and held it in 26 quarters. The position peaked at $1.42M in Q4 2017. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Advisornet Financial reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 304 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $36.3K.
  • Advisornet Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 26 quarters.
  • Advisornet Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $1.42M in Q4 2017.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.