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 Q2	$220K	Sell	1,869 -2,271	-55%	-$267K	0.02%	498
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 $1.81T 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

Claro Advisors's IEI Position: Q2 2026 in Review

Claro Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 55% in Q2 2026, selling an estimated $267K and leaving 1,869 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #498.

Claro Advisors first reported a position in IEI in Q4 2018 and has held it in 4 quarters since. The position peaked at $632K in Q3 2023. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Claro Advisors held 1,869 shares of iShares 3-7 Year Treasury Bond ETF worth $220K as of Q2 2026.
Claro Advisors sold 2,271 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $267K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #498 holding.
Claro Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
Claro Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $632K in Q3 2023.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.