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B. Riley Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

B. Riley Wealth Advisors’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 		$215K Hold
1,829
– – 0.01% 746
2026
Q1 		$217K Sell
1,829
-46
-2% -$5.49K 0.01% 690
2025
Q4 		$224K Sell
1,875
-52
-3% -$6.22K 0.01% 822
2025
Q3 		$230K Buy
1,927
+26
+1% +$3.09K 0.01% 834
2025
Q2 		$226K Buy
+1,901
New +$224K 0.01% 834
2024
Q4 		$1.11M Sell
9,646
-13,416
-58% -$1.57M 0.04% 421
2024
Q3 		$2.75M Sell
23,062
-3,845
-14% -$454K 0.08% 250
2024
Q2 		$3.11M Sell
26,907
-7,137
-21% -$818K 0.08% 235
2024
Q1 		$3.85M Sell
34,044
-17,152
-34% -$1.99M 0.1% 196
2023
Q4 		$6M Buy
51,196
+17,152
+50% +$1.96M 0.16% 142
2023
Q3 		$3.85M Sell
34,044
-1,512
-4% -$173K 0.1% 196
2023
Q2 		$4.1M Buy
35,556
+8,506
+31% +$996K 0.09% 224
2023
Q1 		$3.18M Buy
27,050
+22,494
+494% +$2.61M 0.08% 236
2022
Q4 		$523K Buy
4,556
+1,382
+44% +$158K 0.01% 771
2022
Q3 		$363K Buy
3,174
+1,285
+68% +$152K 0.01% 909
2022
Q2 		$226K Sell
1,889
-95
-5% -$11.4K 0.01% 996
2022
Q1 		$243K Sell
1,984
-17,413
-90% -$2.18M 0.01% 1118
2021
Q4 		$2.5M Sell
19,397
-144
-0.7% -$18.6K 0.07% 297
2021
Q3 		$2.54M Sell
19,541
-259
-1% -$34K 0.08% 278
2021
Q2 		$2.58M Sell
19,800
-18,328
-48% -$2.39M 0.08% 277
2021
Q1 		$4.95M Buy
+38,128
New +$5.02M 0.18% 138
2020
Q3 		– Sell
-1,762
Closed -$236K – 964
2020
Q2 		$236K Buy
+1,762
New +$235K 0.02% 712
2020
Q1 		– Sell
-6,569
Closed -$827K – 844
2019
Q4 		$827K Sell
6,569
-2,548
-28% -$322K 0.07% 273
2019
Q3 		$1.16M Sell
9,117
-109
-1% -$13.8K 0.11% 199
2019
Q2 		$1.16M Buy
9,226
+833
+10% +$103K 0.13% 182
2019
Q1 		$1.03M Buy
8,393
+940
+13% +$114K 0.13% 178
2018
Q4 		$905K Buy
7,453
+730
+11% +$87.1K 0.13% 172
2018
Q3 		$801K Sell
6,723
-173
-3% -$20.7K 0.1% 227
2018
Q2 		$828K Buy
+6,896
New +$825K 0.11% 203
2015
Q1 		– Sell
-377
Closed -$46 – 1229
2014
Q4 		$46 Buy
+377
New +$46.2K ﹤0.01% 2134
2014
Q3 		– Sell
-555
Closed -$67.6K – 1228
2014
Q2 		$67.6K Buy
+555
New +$67.3K 0.02% 889
2014
Q1 		– Sell
-4,964
Closed -$596K – 771
2013
Q4 		$596K Sell
4,964
-50,147
-91% -$6.08M 0.19% 129
2013
Q3 		$6.69M Buy
55,111
+51,977
+1,658% +$6.26M 2.29% 2
2013
Q2 		$378K Buy
+3,134
New +$385K 0.13% 184

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

B. Riley Wealth Advisors's IEI Position: Q2 2026 in Review

B. Riley Wealth Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 1,829 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #746.

B. Riley Wealth Advisors first reported a position in IEI in Q2 2013 and has held it in 34 quarters since. The position peaked at $6.69M in Q3 2013. 167 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • B. Riley Wealth Advisors held 1,829 shares of iShares 3-7 Year Treasury Bond ETF worth $215K as of Q2 2026.
  • B. Riley Wealth Advisors 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 B. Riley Wealth Advisors's portfolio in Q2 2026, its #746 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 34 quarters since.
  • B. Riley Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $6.69M in Q3 2013.
  • 167 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.