Cetera Investment Advisers
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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
Q2 		$100 Hold
2,000
– – ﹤0.01% 5002
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 $1.81T 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

Cetera Investment Advisers's IEI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q2 2026, selling an estimated $1.34M and leaving 885,965 shares worth $104M. The position accounts for 0.09% of the portfolio, ranked #218.

Cetera Investment Advisers first reported a position in IEI in Q4 2015 and has held it in 43 quarters since. The position peaked at $106M in Q1 2026. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Cetera Investment Advisers held 885,965 shares of iShares 3-7 Year Treasury Bond ETF worth $104M as of Q2 2026.
  • Cetera Investment Advisers sold 11,349 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.34M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Cetera Investment Advisers's portfolio in Q2 2026, its #218 holding.
  • Cetera Investment Advisers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Cetera Investment Advisers's iShares 3-7 Year Treasury Bond ETF position peaked at $106M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.