Allworth Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.55M | Sell |
13,219
-1,172
| -8% | -$138K | 0.01% | 589 |
|
|
2026
Q1 | $1.71M | Sell |
14,391
-1,154
| -7% | -$138K | 0.01% | 573 |
|
|
2025
Q4 | $1.86M | Sell |
15,545
-261
| -2% | -$31.2K | 0.01% | 538 |
|
|
2025
Q3 | $1.89M | Sell |
15,806
-1,088
| -6% | -$129K | 0.01% | 516 |
|
|
2025
Q2 | $2.01M | Buy |
16,894
+3,573
| +27% | +$421K | 0.01% | 481 |
|
|
2025
Q1 | $1.57M | Sell |
13,321
-1,451
| -10% | -$169K | 0.01% | 450 |
|
|
2024
Q4 | $1.71M | Sell |
14,772
-8,495
| -37% | -$991K | 0.01% | 435 |
|
|
2024
Q3 | $2.78M | Buy |
23,267
+1,185
| +5% | +$140K | 0.02% | 282 |
|
|
2024
Q2 | $2.57M | Sell |
22,082
-6,309
| -22% | -$723K | 0.02% | 291 |
|
|
2024
Q1 | $3.29M | Sell |
28,391
-54,316
| -66% | -$6.3M | 0.02% | 239 |
|
|
2023
Q4 | $9.69M | Sell |
82,707
-146,544
| -64% | -$16.7M | 0.07% | 114 |
|
|
2023
Q3 | $25.9M | Sell |
229,251
-57,489
| -20% | -$6.57M | 0.22% | 54 |
|
|
2023
Q2 | $33M | Sell |
286,740
-21,891
| -7% | -$2.56M | 0.28% | 45 |
|
|
2023
Q1 | $36.3M | Buy |
308,631
+3,148
| +1% | +$366K | 0.36% | 42 |
|
|
2022
Q4 | $35.1M | Buy |
305,483
+17,024
| +6% | +$1.95M | 0.39% | 37 |
|
|
2022
Q3 | $33M | Buy |
288,459
+60,729
| +27% | +$7.19M | 0.42% | 35 |
|
|
2022
Q2 | $27.2M | Buy |
227,730
+59,188
| +35% | +$7.07M | 0.37% | 41 |
|
|
2022
Q1 | $20.6M | Buy |
168,542
+34,252
| +26% | +$4.3M | 0.26% | 58 |
|
|
2021
Q4 | $17.3M | Buy |
134,290
+131,486
| +4,689% | +$17M | 0.24% | 56 |
|
|
2021
Q3 | $365K | Sell |
2,804
-1,113
| -28% | -$146K | 0.01% | 369 |
|
|
2021
Q2 | $511K | Sell |
3,917
-151
| -4% | -$19.7K | 0.01% | 254 |
|
|
2021
Q1 | $528K | Sell |
4,068
-40
| -1% | -$5.26K | 0.01% | 237 |
|
|
2020
Q4 | $546K | Sell |
4,108
-16
| -0.4% | -$2.13K | 0.01% | 167 |
|
|
2020
Q3 | $551K | Buy |
4,124
+141
| +4% | +$18.8K | 0.02% | 139 |
|
|
2020
Q2 | $532K | Buy |
3,983
+29
| +0.7% | +$3.87K | 0.02% | 139 |
|
|
2020
Q1 | $527K | Sell |
3,954
-913
| -19% | -$118K | 0.02% | 155 |
|
|
2019
Q4 | $612K | Sell |
4,867
-203
| -4% | -$25.6K | 0.02% | 95 |
|
|
2019
Q3 | $643K | Buy |
5,070
+60
| +1% | +$7.58K | 0.02% | 78 |
|
|
2019
Q2 | $630K | Buy |
5,010
+211
| +4% | +$26.1K | 0.02% | 83 |
|
|
2019
Q1 | $591K | Sell |
4,799
-33
| -0.7% | -$4.02K | 0.03% | 83 |
|
|
2018
Q4 | $587K | Sell |
4,832
-278
| -5% | -$33.2K | 0.03% | 83 |
|
|
2018
Q3 | $608K | Buy |
5,110
+828
| +19% | +$99K | 0.03% | 84 |
|
|
2018
Q2 | $514K | Buy |
+4,282
| New | +$512K | 0.02% | 87 |
|
|
2017
Q2 | – | Sell |
-11
| Closed | -$1K | – | 779 |
|
|
2017
Q1 | $1K | Buy |
+11
| New | +$1.35K | ﹤0.01% | 703 |
|
Other funds holding IEI
Allworth Financial's IEI Position: Q2 2026 in Review
Allworth Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.1% in Q2 2026, selling an estimated $138K and leaving 13,219 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #589.
Allworth Financial first reported a position in IEI in Q1 2017 and has held it in 34 quarters since. The position peaked at $36.3M in Q1 2023. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- Allworth Financial held 13,219 shares of iShares 3-7 Year Treasury Bond ETF worth $1.55M as of Q2 2026.
- Allworth Financial sold 1,172 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $138K.
- iShares 3-7 Year Treasury Bond ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #589 holding.
- Allworth Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and has held it in 34 quarters since.
- Allworth Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $36.3M in Q1 2023.
- 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.