BCA
IEI icon

Bay Colony Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bay Colony 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 		$2.16M Buy
18,379
+1,258
+7% +$148K 0.24% 87
2026
Q1 		$2.03M Buy
17,121
+1,662
+11% +$198K 0.25% 88
2025
Q4 		$1.84M Buy
15,459
+2,250
+17% +$269K 0.22% 92
2025
Q3 		$1.58M Buy
13,209
+2,504
+23% +$298K 0.19% 113
2025
Q2 		$1.27M Buy
10,705
+2,922
+38% +$345K 0.18% 112
2025
Q1 		$918K Buy
7,783
+1,258
+19% +$146K 0.14% 150
2024
Q4 		$754K Buy
6,525
+3,543
+119% +$414K 0.11% 184
2024
Q3 		$357K Buy
+2,982
New +$352K 0.05% 289
2023
Q1 		– Sell
-11,722
Closed -$1.35M – 350
2022
Q4 		$1.35M Buy
11,722
+9,485
+424% +$1.09M 0.36% 65
2022
Q3 		$256K Buy
2,237
+74
+3% +$8.76K 0.08% 255
2022
Q2 		$262K Sell
2,163
-633
-23% -$75.7K 0.07% 265
2022
Q1 		$341K Sell
2,796
-441
-14% -$55.3K 0.08% 237
2021
Q4 		$416K Sell
3,237
-655
-17% -$84.6K 0.12% 206
2021
Q3 		$507K Sell
3,892
-2,110
-35% -$277K 0.17% 165
2021
Q2 		$783K Sell
6,002
-35
-0.6% -$4.57K 0.26% 107
2021
Q1 		$784K Buy
6,037
+1,150
+24% +$151K 0.3% 103
2020
Q4 		$650K Sell
4,887
-1,276
-21% -$170K 0.35% 94
2020
Q3 		$823K Buy
6,163
+3,036
+97% +$406K 0.51% 67
2020
Q2 		$418K Buy
+3,127
New +$417K 0.3% 98

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bay Colony Advisors's IEI Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.3% in Q2 2026, buying an estimated $148K and bringing the position to 18,379 shares worth $2.16M. The position accounts for 0.24% of the portfolio, ranked #87.

Bay Colony Advisors first reported a position in IEI in Q2 2020 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Bay Colony Advisors held 18,379 shares of iShares 3-7 Year Treasury Bond ETF worth $2.16M as of Q2 2026.
  • Bay Colony Advisors bought 1,258 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $148K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.24% of Bay Colony Advisors's portfolio in Q2 2026, its #87 holding.
  • Bay Colony Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.