CSIA
IEI icon

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

Conrad Siegel 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 		$900K Buy
7,661
+70
+0.9% +$8.24K 0.15% 36
2026
Q1 		$900K Buy
7,591
+45
+0.6% +$5.37K 0.16% 33
2025
Q4 		$901K Buy
+7,546
New +$903K 0.17% 34

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Conrad Siegel Investment Advisors's IEI Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.92% in Q2 2026, buying an estimated $8.24K and bringing the position to 7,661 shares worth $900K. The position accounts for 0.15% of the portfolio, ranked #36.

Conrad Siegel Investment Advisors first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $901K in Q4 2025. 584 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Conrad Siegel Investment Advisors held 7,661 shares of iShares 3-7 Year Treasury Bond ETF worth $900K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 70 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.24K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.15% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Conrad Siegel Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $901K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.