CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CLA (CliftonLarsonAllen) 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	$8.51M	Sell	72,420 -20,380	-22%	-$2.4M	0.11%	72
2026 Q1	$11M	Sell	92,800 -25,310	-21%	-$3.02M	0.16%	60
2025 Q4	$14.1M	Sell	118,110 -16,509	-12%	-$1.98M	0.21%	52
2025 Q3	$16.1M	Sell	134,619 -14,048	-9%	-$1.67M	0.25%	50
2025 Q2	$17.7M	Sell	148,667 -27,198	-15%	-$3.21M	0.3%	49
2025 Q1	$20.8M	Buy	+175,865	New	+$20.5M	0.39%	41
2021 Q4	–	Sell	-2,337	Closed	-$304K	–	222
2021 Q3	$304K	Sell	2,337 -7,010	-75%	-$919K	0.01%	268
2021 Q2	$1.22M	Buy	+9,347	New	+$1.22M	0.05%	133
2021 Q1	–	Sell	-10,414	Closed	-$1.39M	–	169
2020 Q4	$1.39M	Buy	10,414 +380	+4%	+$50.5K	0.07%	104
2020 Q3	$1.34M	Buy	+10,034	New	+$1.34M	0.08%	98
2019 Q4	–	Sell	-18,969	Closed	-$2.4M	–	152
2019 Q3	$2.4M	Sell	18,969 -3,061	-14%	-$387K	0.21%	62
2019 Q2	$2.77M	Sell	22,030 -20,021	-48%	-$2.48M	0.28%	53
2019 Q1	$5.18M	Sell	42,051 -6,515	-13%	-$793K	0.57%	32
2018 Q4	$5.9M	Sell	48,566 -1,083	-2%	-$129K	0.59%	35
2018 Q3	$5.91M	Sell	49,649 -15,116	-23%	-$1.81M	0.55%	36
2018 Q2	$7.77M	Sell	64,765 -9,049	-12%	-$1.08M	0.76%	33
2018 Q1	$8.9M	Buy	73,814 +3,682	+5%	+$444K	0.89%	30
2017 Q4	$8.57M	Sell	70,132 -5,634	-7%	-$692K	0.88%	29
2017 Q3	$9.36M	Buy	75,766 +24,963	+49%	+$3.1M	0.99%	28
2017 Q2	$6.28M	Buy	+50,803	New	+$6.29M	0.7%	30
2017 Q1	–	Sell	-56,475	Closed	-$6.92M	–	136
2016 Q4	$6.92M	Buy	+56,475	New	+$7M	0.79%	31
2015 Q2	–	Sell	-15,710	Closed	-$1.95M	–	165
2015 Q1	$1.95M	Sell	15,710 -458	-3%	-$56.6K	0.43%	38
2014 Q4	$1.98M	Sell	16,168 -1,514	-9%	-$185K	0.43%	37
2014 Q3	$2.15M	Sell	17,682 -1,229	-6%	-$149K	0.46%	36
2014 Q2	$2.3M	Buy	18,911 +169	+0.9%	+$20.5K	0.45%	36
2014 Q1	$2.26M	Sell	18,742 -606	-3%	-$73.4K	0.5%	36
2013 Q4	$2.32M	Sell	19,348 -2,384	-11%	-$289K	0.58%	34
2013 Q3	$2.64M	Buy	+21,732	New	+$2.62M	0.72%	30

Other funds holding IEI

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IEI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 22% in Q2 2026, selling an estimated $2.4M and leaving 72,420 shares worth $8.51M. The position accounts for 0.11% of the portfolio, ranked #72.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IEI in Q3 2013 and has held it in 28 quarters since. The position peaked at $20.8M in Q1 2025. 350 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 72,420 shares of iShares 3-7 Year Treasury Bond ETF worth $8.51M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 20,380 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.4M.
iShares 3-7 Year Treasury Bond ETF made up 0.11% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #72 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and has held it in 28 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $20.8M in Q1 2025.
350 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.