Arax Advisory Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Arax Advisory Partners’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	$32.3K	Buy	272 +107	+65%	+$12.8K	﹤0.01%	1861
2025 Q4	$19.7K	Buy	+165	New	+$19.7K	﹤0.01%	2121
2025 Q3	–	Sell	-359	Closed	-$42.8K	–	3925
2025 Q2	$42.8K	Buy	359 +126	+54%	+$14.9K	﹤0.01%	1316
2025 Q1	$27.5K	Sell	233 -8,166	-97%	-$951K	﹤0.01%	1165
2024 Q4	$971K	Buy	8,399 +8,283	+7,141%	+$967K	0.06%	178
2024 Q3	$13.9K	Sell	116 -49	-30%	-$5.79K	﹤0.01%	1254
2024 Q2	$19.1K	Hold	165	–	–	﹤0.01%	982
2024 Q1	$19.1K	Sell	165 -489	-75%	-$56.8K	﹤0.01%	680
2023 Q4	$76.6K	Buy	654 +515	+371%	+$58.8K	0.01%	415
2023 Q3	$15.7K	Hold	139	–	–	﹤0.01%	629
2023 Q2	$16K	Hold	139	–	–	﹤0.01%	619
2023 Q1	$16.4K	Sell	139 -330	-70%	-$38.4K	﹤0.01%	616
2022 Q4	$53.9K	Buy	469 +9	+2%	+$1.03K	0.01%	436
2022 Q3	$53K	Sell	460 -105	-19%	-$12.4K	0.01%	421
2022 Q2	$67K	Buy	565 +96	+20%	+$11.5K	0.01%	384
2022 Q1	$57K	Hold	469	–	–	0.01%	433
2021 Q4	$60K	Sell	469 -59	-11%	-$7.62K	0.01%	437
2021 Q3	$69K	Hold	528	–	–	0.01%	408
2021 Q2	$69K	Buy	+528	New	+$68.9K	0.01%	414
2020 Q4	$172K	Sell	1,290 -196	-13%	-$26.1K	0.03%	227
2020 Q3	$199K	Buy	1,486 +415	+39%	+$55.5K	0.03%	189
2020 Q2	$143K	Sell	1,071 -173,708	-99%	-$23.2M	0.03%	205
2020 Q1	$23.3M	Buy	+174,779	New	+$22.5M	5.37%	4
2018 Q1	–	Sell	-11,020	Closed	-$1.35M	–	488
2017 Q4	$1.35M	Hold	11,020	–	–	0.58%	20
2017 Q3	$1.36M	Sell	11,020 -732	-6%	-$90.8K	0.65%	17
2017 Q2	$1.45M	Buy	11,752 +339	+3%	+$42K	0.69%	17
2017 Q1	$1.4M	Sell	11,413 -2,820	-20%	-$346K	0.68%	15
2016 Q4	$1.74M	Buy	+14,233	New	+$1.77M	0.87%	17

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arax Advisory Partners's IEI Position: Q1 2026 in Review

Arax Advisory Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 65% in Q1 2026, buying an estimated $12.8K and bringing the position to 272 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Arax Advisory Partners first reported a position in IEI in Q4 2016 and has held it in 28 quarters since. The position peaked at $23.3M in Q1 2020. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Arax Advisory Partners held 272 shares of iShares 3-7 Year Treasury Bond ETF worth $32.3K as of Q1 2026.
Arax Advisory Partners bought 107 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $12.8K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1861 holding.
Arax Advisory Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 28 quarters since.
Arax Advisory Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $23.3M in Q1 2020.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.