Avidian Wealth Enterprises’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Avidian Wealth Enterprises’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	$869K	Buy	7,395 +25	+0.3%	+$2.94K	0.02%	354
2026 Q1	$874K	Buy	7,370 +6	+0.1%	+$716	0.03%	308
2025 Q4	$879K	Buy	7,364 +11	+0.1%	+$1.32K	0.03%	250
2025 Q3	$879K	Sell	7,353 -12	-0.2%	-$1.43K	0.03%	242
2025 Q2	$877K	Sell	7,365 -206	-3%	-$24.3K	0.04%	223
2025 Q1	$894K	Sell	7,571 -463	-6%	-$53.9K	0.04%	213
2024 Q4	$928K	Buy	8,034 +99	+1%	+$11.6K	0.04%	200
2024 Q3	$949K	Sell	7,935 -159	-2%	-$18.8K	0.04%	198
2024 Q2	$935K	Buy	8,094 +46	+0.6%	+$5.27K	0.04%	195
2024 Q1	$932K	Sell	8,048 -7,688	-49%	-$892K	0.05%	177
2023 Q4	$1.84M	Buy	15,736 +3,551	+29%	+$405K	0.11%	113
2023 Q3	$1.38M	Buy	12,185 +157	+1%	+$18K	0.1%	130
2023 Q2	$1.39M	Buy	12,028 +3,631	+43%	+$425K	0.09%	148
2023 Q1	$988K	Buy	8,397 +3,235	+63%	+$376K	0.05%	204
2022 Q4	$593K	Buy	5,162 +787	+18%	+$90.2K	0.04%	254
2022 Q3	$500K	Buy	4,375 +1,432	+49%	+$169K	0.04%	234
2022 Q2	$351K	Buy	+2,943	New	+$352K	0.02%	321
2022 Q1	–	Sell	-6,567	Closed	-$845K	–	537
2021 Q4	$845K	Buy	+6,567	New	+$848K	0.05%	213
2018 Q3	–	Sell	-138	Closed	-$16.6M	–	112
2018 Q2	$16.6M	Buy	+138	New	+$16.5K	5.23%	5
2017 Q3	–	Sell	-1,663	Closed	-$205K	–	97
2017 Q2	$205K	Hold	1,663	–	–	0.09%	80
2017 Q1	$205K	Sell	1,663 -10,526	-86%	-$1.29M	0.08%	78
2016 Q4	$1.49M	Buy	12,189 +1,415	+13%	+$175K	0.65%	19
2016 Q3	$1.36M	Sell	10,774 -1,140	-10%	-$144K	0.55%	19
2016 Q2	$1.52M	Hold	11,914	–	–	0.55%	21
2016 Q1	$1.5M	Buy	11,914 +5,106	+75%	+$638K	0.81%	15
2015 Q4	$835K	Buy	6,808 +2,415	+55%	+$298K	0.41%	15
2015 Q3	$548K	Hold	4,393	–	–	0.34%	15
2015 Q2	$540K	Buy	+4,393	New	+$542K	0.23%	21

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

Avidian Wealth Enterprises's IEI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.34% in Q2 2026, buying an estimated $2.94K and bringing the position to 7,395 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #354.

Avidian Wealth Enterprises first reported a position in IEI in Q2 2015 and has held it in 28 quarters since. The position peaked at $16.6M in Q2 2018. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Avidian Wealth Enterprises held 7,395 shares of iShares 3-7 Year Treasury Bond ETF worth $869K as of Q2 2026.
Avidian Wealth Enterprises bought 25 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.94K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #354 holding.
Avidian Wealth Enterprises first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and has held it in 28 quarters since.
Avidian Wealth Enterprises's iShares 3-7 Year Treasury Bond ETF position peaked at $16.6M in Q2 2018.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.