Avestar Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Avestar Capital’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	$1.51M	Buy	12,865 +7,947	+162%	+$936K	0.08%	170
2026 Q1	$583K	Buy	+4,918	New	+$587K	0.04%	320
2019 Q3	–	Sell	-500	Closed	-$62K	–	482
2019 Q2	$62K	Buy	+500	New	+$61.8K	0.04%	267
2018 Q1	–	Sell	-65	Closed	-$7K	–	878
2017 Q4	$7K	Buy	+65	New	+$7.98K	0.01%	502

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

Avestar Capital's IEI Position: Q2 2026 in Review

Avestar Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 162% in Q2 2026, buying an estimated $936K and bringing the position to 12,865 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #170.

Avestar Capital first reported a position in IEI in Q4 2017 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Avestar Capital held 12,865 shares of iShares 3-7 Year Treasury Bond ETF worth $1.51M as of Q2 2026.
Avestar Capital bought 7,947 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $936K.
iShares 3-7 Year Treasury Bond ETF made up 0.08% of Avestar Capital's portfolio in Q2 2026, its #170 holding.
Avestar Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 4 quarters since.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.