Continuum Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$123K Buy
+1,045
New +$123K 0.01% 591
2025
Q2
Sell
-143
Closed -$16.9K 944
2025
Q1
$16.9K Sell
143
-73
-34% -$8.5K ﹤0.01% 890
2024
Q4
$25K Buy
216
+20
+10% +$2.33K ﹤0.01% 808
2024
Q3
$22.7K Sell
196
-251
-56% -$29.7K ﹤0.01% 814
2024
Q2
$51.6K Hold
447
0.01% 607
2024
Q1
$51.2K Sell
447
-3,055
-87% -$355K 0.01% 596
2023
Q4
$410K Sell
3,502
-62
-2% -$7.08K 0.06% 313
2023
Q3
$403K Sell
3,564
-60
-2% -$6.86K 0.06% 309
2023
Q2
$418K Buy
3,624
+155
+4% +$18.2K 0.07% 311
2023
Q1
$408K Buy
3,469
+689
+25% +$80.1K 0.07% 296
2022
Q4
$319K Buy
2,780
+333
+14% +$38.2K 0.06% 337
2022
Q3
$280K Sell
2,447
-201
-8% -$23.8K 0.05% 329
2022
Q2
$316K Buy
2,648
+106
+4% +$12.7K 0.06% 325
2022
Q1
$304K Buy
+2,542
New +$319K 0.06% 320

Other funds holding IEI

Continuum Advisory's IEI Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,045 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IEI as recently as Q1 2025.

Continuum Advisory first reported a position in IEI in Q1 2022 and has held it in 14 quarters since. The position peaked at $418K in Q2 2023. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Continuum Advisory held 1,045 shares of iShares 3-7 Year Treasury Bond ETF worth $123K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #591 holding.
  • Continuum Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Continuum Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $418K in Q2 2023.
  • 821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.