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

Clearstead 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 		$4.89M Sell
41,240
-3,047
-7% -$363K 0.04% 237
2025
Q4 		$5.29M Sell
44,287
-4,728
-10% -$566K 0.07% 198
2025
Q3 		$5.86M Sell
49,015
-2,265
-4% -$269K 0.08% 182
2025
Q2 		$6.11M Sell
51,280
-180,703
-78% -$21.3M 0.09% 173
2025
Q1 		$27.4M Buy
231,983
+177,478
+326% +$20.7M 0.43% 53
2024
Q4 		$6.3M Buy
54,505
+979
+2% +$114K 0.1% 160
2024
Q3 		$6.4M Buy
53,526
+1,582
+3% +$187K 0.1% 160
2024
Q2 		$6M Buy
+51,944
New +$5.95M 0.1% 159
2023
Q3 		– Sell
-1,250
Closed -$144K – 1536
2023
Q2 		$144K Sell
1,250
-5,607
-82% -$657K 0.01% 491
2023
Q1 		$807K Buy
6,857
+887
+15% +$103K 0.06% 193
2022
Q4 		$686K Buy
5,970
+314
+6% +$36K 0.05% 208
2022
Q3 		$646K Buy
5,656
+171
+3% +$20.2K 0.06% 195
2022
Q2 		$655K Sell
5,485
-883
-14% -$106K 0.05% 217
2022
Q1 		$777K Sell
6,368
-53
-0.8% -$6.65K 0.05% 208
2021
Q4 		$826K Hold
6,421
– – 0.06% 199
2021
Q3 		$836K Hold
6,421
– – 0.06% 189
2021
Q2 		$838K Sell
6,421
-67
-1% -$8.75K 0.06% 181
2021
Q1 		$843K Sell
6,488
-2,045
-24% -$269K 0.07% 175
2020
Q4 		$1.14M Sell
8,533
-750
-8% -$99.7K 0.1% 143
2020
Q3 		$1.24M Buy
9,283
+690
+8% +$92.2K 0.13% 121
2020
Q2 		$1.15M Hold
8,593
– – 0.13% 120
2020
Q1 		$1.15M Hold
8,593
– – 0.17% 105
2019
Q4 		$1.08M Hold
8,593
– – 0.13% 123
2019
Q3 		$1.09M Buy
8,593
+2,358
+38% +$298K 0.15% 112
2019
Q2 		$784K Hold
6,235
– – 0.1% 130
2019
Q1 		$768K Hold
6,235
– – 0.11% 126
2018
Q4 		$757K Hold
6,235
– – 0.12% 131
2018
Q3 		$742K Hold
6,235
– – 0.1% 124
2018
Q2 		$748K Sell
6,235
-945
-13% -$113K 0.11% 120
2018
Q1 		$866K Hold
7,180
– – 0.13% 117
2017
Q4 		$877K Buy
+7,180
New +$882K 0.12% 113

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's IEI Position: Q1 2026 in Review

Clearstead Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.9% in Q1 2026, selling an estimated $363K and leaving 41,240 shares worth $4.89M. The position accounts for 0.04% of the portfolio, ranked #237.

Clearstead Advisors first reported a position in IEI in Q4 2017 and has held it in 31 quarters since. The position peaked at $27.4M in Q1 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Clearstead Advisors held 41,240 shares of iShares 3-7 Year Treasury Bond ETF worth $4.89M as of Q1 2026.
  • Clearstead Advisors sold 3,047 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $363K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Clearstead Advisors's portfolio in Q1 2026, its #237 holding.
  • Clearstead Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • Clearstead Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $27.4M in Q1 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.