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

Avantax 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
2025
Q2 		$9.99M Buy
83,923
+2,634
+3% +$311K 0.05% 270
2025
Q1 		$9.6M Buy
81,289
+914
+1% +$106K 0.06% 259
2024
Q4 		$9.29M Buy
80,375
+41,321
+106% +$4.82M 0.06% 244
2024
Q3 		$4.67M Buy
39,054
+2,997
+8% +$354K 0.03% 407
2024
Q2 		$4.16M Buy
36,057
+17,250
+92% +$1.98M 0.03% 425
2024
Q1 		$2.18M Sell
18,807
-8,325
-31% -$966K 0.02% 523
2023
Q4 		$3.18M Buy
27,132
+8,703
+47% +$993K 0.03% 386
2023
Q3 		$2.09M Buy
18,429
+7,866
+74% +$899K 0.02% 448
2023
Q2 		$1.22M Buy
10,563
+348
+3% +$40.8K 0.01% 617
2023
Q1 		$1.2M Buy
10,215
+7,413
+265% +$861K 0.01% 597
2022
Q4 		$322K Buy
2,802
+82
+3% +$9.4K ﹤0.01% 1072
2022
Q3 		$311K Buy
2,720
+67
+3% +$7.93K ﹤0.01% 987
2022
Q2 		$317K Sell
2,653
-45
-2% -$5.38K ﹤0.01% 983
2022
Q1 		$330K Buy
2,698
+983
+57% +$123K ﹤0.01% 954
2021
Q4 		$221K Sell
1,715
-636
-27% -$82.1K ﹤0.01% 1128
2021
Q3 		$304K Buy
+2,351
New +$308K 0.01% 923
2020
Q4 		– Sell
-8,115
Closed -$1.08M – 1124
2020
Q3 		$1.08M Buy
+8,115
New +$1.08M 0.02% 519

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Avantax Advisory Services's IEI Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.2% in Q2 2025, buying an estimated $311K and bringing the position to 83,923 shares worth $9.99M. The position accounts for 0.05% of the portfolio, ranked #270.

Avantax Advisory Services first reported a position in IEI in Q3 2020 and has held it in 17 quarters since. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Avantax Advisory Services held 83,923 shares of iShares 3-7 Year Treasury Bond ETF worth $9.99M as of Q2 2025.
  • Avantax Advisory Services bought 2,634 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $311K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #270 holding.
  • Avantax Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.