Cetera Investment Advisers
IEI icon

Cetera Investment Advisers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cetera Investment Advisers’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 		$1.26K Hold
2,000
– – ﹤0.01% 4753
2025
Q4 		$2.34K Buy
+2,000
New +$239K ﹤0.01% 4639

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 $58.2B AUM 22.78% 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

Cetera Investment Advisers's IEI Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q1 2026, buying an estimated $11.5M and bringing the position to 897,314 shares worth $106M. The position accounts for 0.11% of the portfolio, ranked #167.

Cetera Investment Advisers first reported a position in IEI in Q4 2015 and has held it in 42 quarters since. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Cetera Investment Advisers held 897,314 shares of iShares 3-7 Year Treasury Bond ETF worth $106M as of Q1 2026.
  • Cetera Investment Advisers bought 96,515 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.5M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.11% of Cetera Investment Advisers's portfolio in Q1 2026, its #167 holding.
  • Cetera Investment Advisers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.