Arkadios Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Arkadios Wealth Advisors’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	$460K	Sell	3,880 -296	-7%	-$35.3K	0.01%	1151
2025 Q4	$498K	Sell	4,176 -81	-2%	-$9.69K	0.01%	1014
2025 Q3	$509K	Sell	4,257 -467	-10%	-$55.5K	0.01%	930
2025 Q2	$563K	Sell	4,724 -3,242	-41%	-$382K	0.02%	800
2025 Q1	$941K	Buy	7,966 +4,889	+159%	+$569K	0.04%	479
2024 Q4	$356K	Sell	3,077 -289	-9%	-$33.7K	0.02%	666
2024 Q3	$403K	Buy	3,366 +601	+22%	+$71K	0.02%	626
2024 Q2	$319K	Buy	2,765 +412	+18%	+$47.2K	0.02%	616
2024 Q1	$273K	Buy	2,353 +485	+26%	+$56.3K	0.02%	565
2023 Q4	$219K	Buy	+1,868	New	+$213K	0.02%	624
2023 Q2	–	Sell	-1,792	Closed	-$211K	–	630
2023 Q1	$211K	Buy	+1,792	New	+$208K	0.03%	556
2021 Q4	–	Sell	-168	Closed	-$21K	–	1136
2021 Q3	$21K	Hold	168	–	–	﹤0.01%	1191
2021 Q2	$21K	Sell	168 -109	-39%	-$14.2K	﹤0.01%	1262
2021 Q1	$35K	Buy	+277	New	+$36.4K	0.01%	799
2020 Q2	–	Sell	-61	Closed	-$8.09K	–	1041
2020 Q1	$8.09K	Hold	61	–	–	0.01%	684
2019 Q4	$7.71K	Buy	+61	New	+$7.7K	﹤0.01%	637

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 $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Arkadios Wealth Advisors's IEI Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.1% in Q1 2026, selling an estimated $35.3K and leaving 3,880 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #1151.

Arkadios Wealth Advisors first reported a position in IEI in Q4 2019 and has held it in 16 quarters since. The position peaked at $941K in Q1 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Arkadios Wealth Advisors held 3,880 shares of iShares 3-7 Year Treasury Bond ETF worth $460K as of Q1 2026.
Arkadios Wealth Advisors sold 296 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $35.3K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1151 holding.
Arkadios Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
Arkadios Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $941K in Q1 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.