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

Clearstead Trust’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	$235	Sell	2 -699	-100%	-$82.3K	﹤0.01%	964
2026 Q1	$83.1K	Hold	701	–	–	0.01%	262
2025 Q4	$83.7K	Hold	701	–	–	0.01%	272
2025 Q3	$83.8K	Hold	701	–	–	0.01%	261
2025 Q2	$83.5K	Hold	701	–	–	0.02%	264
2025 Q1	$82.8K	Hold	701	–	–	0.02%	225
2024 Q4	$81K	Hold	701	–	–	0.02%	222
2024 Q3	$83.8K	Hold	701	–	–	0.02%	202
2024 Q2	$80.9K	Buy	+701	New	+$80.4K	0.02%	200

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

Clearstead Trust's IEI Position: Q2 2026 in Review

Clearstead Trust reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 100% in Q2 2026, selling an estimated $82.3K and leaving 2 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Clearstead Trust first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $83.8K in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Clearstead Trust held 2 shares of iShares 3-7 Year Treasury Bond ETF worth $235 as of Q2 2026.
Clearstead Trust sold 699 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.3K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #964 holding.
Clearstead Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $83.8K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.