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

Claro 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 Q1	$491K	Buy	+4,140	New	+$494K	0.06%	244
2023 Q4	–	Sell	-5,589	Closed	-$632K	–	405
2023 Q3	$632K	Buy	+5,589	New	+$639K	0.16%	156
2019 Q1	–	Sell	-60	Closed	-$7K	–	519
2018 Q4	$7K	Buy	+60	New	+$7.16K	0.01%	737

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's IEI Position: Q1 2026 in Review

Claro Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 4,140 shares worth $491K. The stake represents 0.06% of the portfolio and ranks #244 among its holdings. This is a return to the name: Claro Advisors previously reported a position in IEI as recently as Q3 2023.

Claro Advisors first reported a position in IEI in Q4 2018 and has held it in 3 quarters since. The position peaked at $632K in Q3 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Claro Advisors held 4,140 shares of iShares 3-7 Year Treasury Bond ETF worth $491K as of Q1 2026.
iShares 3-7 Year Treasury Bond ETF was a new Claro Advisors position in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #244 holding.
Claro Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 3 quarters since.
Claro Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $632K in Q3 2023.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.