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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
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 		$1.52K 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avidian Wealth Enterprises's IEI Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.08% in Q1 2026, buying an estimated $716 and bringing the position to 7,370 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #308.

Avidian Wealth Enterprises first reported a position in IEI in Q2 2015 and has held it in 27 quarters since. The position peaked at $16.6M in Q2 2018. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Avidian Wealth Enterprises held 7,370 shares of iShares 3-7 Year Treasury Bond ETF worth $874K as of Q1 2026.
  • Avidian Wealth Enterprises bought 6 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $716.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #308 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's iShares 3-7 Year Treasury Bond ETF position peaked at $16.6M in Q2 2018.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.