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 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

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

Avalon Advisory Group's IEI Position: Q2 2026 in Review

Avalon Advisory Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 2,072 shares worth $243K. The stake represents 0.09% of the portfolio and ranks #13 among its holdings. This is a return to the name: Avalon Advisory Group previously reported a position in IEI as recently as Q1 2022.

Avalon Advisory Group first reported a position in IEI in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.68M in Q3 2021. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Avalon Advisory Group held 2,072 shares of iShares 3-7 Year Treasury Bond ETF worth $243K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Avalon Advisory Group position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.09% of Avalon Advisory Group's portfolio in Q2 2026, its #13 holding.
Avalon Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 11 quarters since.
Avalon Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $5.68M in Q3 2021.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Avalon Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.