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

Concurrent Investment 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 		$18.4M Buy
156,603
+57,797
+58% +$6.8M 0.16% 139
2026
Q1 		$11.7M Buy
98,806
+29,001
+42% +$3.46M 0.13% 172
2025
Q4 		$8.33M Buy
69,805
+17,745
+34% +$2.12M 0.09% 225
2025
Q3 		$6.22M Buy
52,060
+2,652
+5% +$315K 0.11% 203
2025
Q2 		$5.88M Buy
49,408
+38,231
+342% +$4.51M 0.11% 192
2025
Q1 		$1.32M Buy
11,177
+787
+8% +$91.6K 0.03% 466
2024
Q4 		$1.2M Sell
10,390
-221
-2% -$25.8K 0.03% 444
2024
Q3 		$1.27M Buy
10,611
+381
+4% +$45K 0.04% 416
2024
Q2 		$1.18M Buy
10,230
+2,015
+25% +$231K 0.04% 391
2024
Q1 		$951K Sell
8,215
-285
-3% -$33.1K 0.04% 379
2023
Q4 		$996K Buy
+8,500
New +$970K 0.05% 341

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's IEI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 58% in Q2 2026, buying an estimated $6.8M and bringing the position to 156,603 shares worth $18.4M. The position accounts for 0.16% of the portfolio, ranked #139.

Concurrent Investment Advisors first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Concurrent Investment Advisors held 156,603 shares of iShares 3-7 Year Treasury Bond ETF worth $18.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 57,797 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.8M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Concurrent Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.