Avalon Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Avalon Advisory Group’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 Q3	$238K	Buy	2,094 +22	+1%	+$2.55K	0.09%	14
2026 Q2	$243K	Buy	+2,072	New	+$244K	0.09%	13
2022 Q2	–	Sell	-25,914	Closed	-$3.16M	–	11
2022 Q1	$3.16M	Sell	25,914 -6,451	-20%	-$809K	1.66%	5
2021 Q4	$4.16M	Sell	32,365 -11,259	-26%	-$1.45M	2.05%	4
2021 Q3	$5.68M	Buy	43,624 +3,510	+9%	+$460K	2.56%	4
2021 Q2	$5.24M	Buy	40,114 +1,870	+5%	+$244K	2.42%	5
2021 Q1	$4.97M	Buy	38,244 +5,492	+17%	+$722K	2.43%	5
2020 Q4	$4.36M	Hold	32,752	–	–	2.17%	5
2020 Q3	$4.38M	Hold	32,752	–	–	2.35%	5
2020 Q2	$4.38M	Hold	32,752	–	–	2.47%	5
2020 Q1	$4.37M	Hold	32,752	–	–	2.78%	4
2019 Q4	$4.12M	Buy	+32,752	New	+$4.14M	2.61%	4

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Avalon Advisory Group's IEI Position: Q3 2026 in Review

Avalon Advisory Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q3 2026, buying an estimated $2.55K and bringing the position to 2,094 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #14.

Avalon Advisory Group first reported a position in IEI in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.68M in Q3 2021. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Avalon Advisory Group held 2,094 shares of iShares 3-7 Year Treasury Bond ETF worth $238K as of Q3 2026.
Avalon Advisory Group bought 22 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.55K.
iShares 3-7 Year Treasury Bond ETF made up 0.09% of Avalon Advisory Group's portfolio in Q3 2026, its #14 holding.
Avalon Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Avalon Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $5.68M in Q3 2021.
252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Avalon Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.