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

Avion Wealth’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	$25K	Hold	216	–	–	﹤0.01%	348
2026 Q1	$25K	Hold	216	–	–	0.01%	292
2025 Q4	$25K	Hold	216	–	–	0.01%	300
2025 Q3	$25K	Hold	216	–	–	0.01%	304
2025 Q2	$25K	Buy	216 +114	+112%	+$13.4K	0.01%	283
2025 Q1	$11K	Hold	102	–	–	﹤0.01%	378
2024 Q4	$11K	Hold	102	–	–	﹤0.01%	378
2024 Q3	$12K	Buy	102 +1	+1%	+$118	﹤0.01%	342
2024 Q2	$11K	Buy	+101	New	+$11.6K	﹤0.01%	314
2023 Q1	–	Sell	-874	Closed	-$99K	–	648
2022 Q4	$99K	Hold	874	–	–	0.03%	101
2022 Q3	$100K	Buy	874 +424	+94%	+$50.2K	0.03%	101
2022 Q2	$54K	Buy	+450	New	+$53.8K	0.02%	136

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

Avion Wealth's IEI Position: Q2 2026 in Review

Avion Wealth held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 216 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Avion Wealth first reported a position in IEI in Q2 2022 and has held it in 12 quarters since. The position peaked at $100K in Q3 2022. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Avion Wealth held 216 shares of iShares 3-7 Year Treasury Bond ETF worth $25K as of Q2 2026.
Avion Wealth left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #348 holding.
Avion Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
Avion Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $100K in Q3 2022.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.