Ameritas Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ameritas Advisory Services’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	$1.01M	Sell	8,630 -133	-2%	-$15.7K	0.02%	553
2026 Q1	$1.04M	Sell	8,763 -211	-2%	-$25.2K	0.04%	365
2025 Q4	$1.07M	Buy	8,974 +7,833	+687%	+$937K	0.04%	357
2025 Q3	$136K	Buy	1,141 +195	+21%	+$23.2K	0.01%	734
2025 Q2	$113K	Buy	+946	New	+$112K	0.01%	945
2024 Q1	–	Sell	-4,533	Closed	-$530K	–	893
2023 Q4	$530K	Sell	4,533 -151	-3%	-$17.2K	0.03%	417
2023 Q3	$530K	Buy	+4,684	New	+$536K	0.03%	489
2023 Q2	–	Sell	-983	Closed	-$116K	–	1496
2023 Q1	$116K	Buy	+983	New	+$114K	0.01%	948

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

Ameritas Advisory Services's IEI Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.5% in Q2 2026, selling an estimated $15.7K and leaving 8,630 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #553.

Ameritas Advisory Services first reported a position in IEI in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Ameritas Advisory Services held 8,630 shares of iShares 3-7 Year Treasury Bond ETF worth $1.01M as of Q2 2026.
Ameritas Advisory Services sold 133 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #553 holding.
Ameritas Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Ameritas Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $1.07M in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.