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 Q3	–	Sell	-1,869	Closed	-$220K	–	556
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Claro Advisors's IEI Position: Q3 2026 in Review

Claro Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 1,869 shares — an estimated $220K sold.

Claro Advisors first reported a position in IEI in Q4 2018 and held it in 4 quarters. The position peaked at $632K in Q3 2023. 562 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Claro Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Claro Advisors sold 1,869 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $220K.
Claro Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Claro Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $632K in Q3 2023.
562 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.