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

Crewe 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	$507K	Buy	4,319 +40	+0.9%	+$4.71K	0.04%	142
2026 Q1	$508K	Buy	4,279 +25	+0.6%	+$2.98K	0.04%	124
2025 Q4	$508K	Buy	4,254 +50	+1%	+$5.98K	0.05%	127
2025 Q3	$502K	Buy	+4,204	New	+$500K	0.05%	123
2025 Q1	–	Sell	-6,521	Closed	-$754K	–	738
2024 Q4	$754K	Buy	6,521 +44	+0.7%	+$5.13K	0.1%	61
2024 Q3	$775K	Buy	6,477 +1,472	+29%	+$174K	0.09%	63
2024 Q2	$578K	Buy	5,005 +968	+24%	+$111K	0.06%	95
2024 Q1	$468K	Buy	+4,037	New	+$469K	0.05%	104
2023 Q4	–	Sell	-12	Closed	-$1.36K	–	558
2023 Q3	$1.36K	Sell	12 -131	-92%	-$15K	﹤0.01%	342
2023 Q2	$16.5K	Buy	143 +12	+9%	+$1.41K	﹤0.01%	358
2023 Q1	$15.4K	Buy	+131	New	+$15.2K	﹤0.01%	479
2022 Q4	–	Sell	-1,533	Closed	-$175K	–	1139
2022 Q3	$175K	Buy	+1,533	New	+$181K	0.03%	159

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

Crewe Advisors's IEI Position: Q2 2026 in Review

Crewe Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.93% in Q2 2026, buying an estimated $4.71K and bringing the position to 4,319 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #142.

Crewe Advisors first reported a position in IEI in Q3 2022 and has held it in 12 quarters since. The position peaked at $775K in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Crewe Advisors held 4,319 shares of iShares 3-7 Year Treasury Bond ETF worth $507K as of Q2 2026.
Crewe Advisors bought 40 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.71K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #142 holding.
Crewe Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Crewe Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $775K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.