Blueprint Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Blueprint Financial 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	$16.8M	Sell	142,864 -53,847	-27%	-$6.34M	1.86%	10
2026 Q1	$23.3M	Buy	196,711 +12,401	+7%	+$1.48M	3.46%	4
2025 Q4	$22M	Buy	184,310 +103,918	+129%	+$12.4M	3.36%	4
2025 Q3	$9.61M	Buy	80,392 +578	+0.7%	+$68.8K	2.08%	8
2025 Q2	$9.51M	Buy	79,814 +63,858	+400%	+$7.53M	3.05%	6
2025 Q1	$1.88M	Buy	+15,956	New	+$1.86M	1.02%	18

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

Blueprint Financial Advisors's IEI Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 27% in Q2 2026, selling an estimated $6.34M and leaving 142,864 shares worth $16.8M. The position accounts for 1.86% of the portfolio, ranked #10.

Blueprint Financial Advisors first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.3M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Blueprint Financial Advisors held 142,864 shares of iShares 3-7 Year Treasury Bond ETF worth $16.8M as of Q2 2026.
Blueprint Financial Advisors sold 53,847 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.34M.
iShares 3-7 Year Treasury Bond ETF made up 1.86% of Blueprint Financial Advisors's portfolio in Q2 2026, its #10 holding.
Blueprint Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Blueprint Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $23.3M in Q1 2026.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.