Allied Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Allied Private Wealth’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	$7.93K	Buy	+68	New	+$8.01K	0.01%	554

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allied Private Wealth's IEI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 68 shares worth $7.93K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings.

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

Allied Private Wealth held 68 shares of iShares 3-7 Year Treasury Bond ETF worth $7.93K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Allied Private Wealth position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #554 holding.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.