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

Delap Wealth Advisory’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 		$2.33M Sell
19,831
-250
-1% -$29.4K 0.79% 26
2026
Q1 		$2.38M Hold
20,081
– – 0.9% 25
2025
Q4 		$2.4M Sell
20,081
-469
-2% -$56.1K 0.93% 24
2025
Q3 		$2.46M Sell
20,550
-1,831
-8% -$218K 1.03% 23
2025
Q2 		$2.67M Sell
22,381
-424
-2% -$50K 1.28% 20
2025
Q1 		$2.69M Buy
22,805
+65
+0.3% +$7.57K 1.5% 18
2024
Q4 		$2.63M Sell
22,740
-235
-1% -$27.4K 1.57% 17
2024
Q3 		$2.75M Sell
22,975
-572
-2% -$67.6K 1.74% 17
2024
Q2 		$2.72M Buy
23,547
+536
+2% +$61.4K 1.25% 20
2024
Q1 		$2.66M Sell
23,011
-27,575
-55% -$3.2M 1.08% 20
2023
Q4 		$5.93M Buy
50,586
+30,045
+146% +$3.43M 2.68% 9
2023
Q3 		$2.32M Buy
20,541
+418
+2% +$47.8K 2.25% 13
2023
Q2 		$2.32M Sell
20,123
-2,823
-12% -$331K 2.27% 13
2023
Q1 		$2.7M Buy
22,946
+576
+3% +$66.9K 2.77% 12
2022
Q4 		$2.57M Buy
+22,370
New +$2.57M 2.69% 10

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

Delap Wealth Advisory's IEI Position: Q2 2026 in Review

Delap Wealth Advisory reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.2% in Q2 2026, selling an estimated $29.4K and leaving 19,831 shares worth $2.33M. The position accounts for 0.79% of the portfolio, ranked #26.

Delap Wealth Advisory first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.93M in Q4 2023. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Delap Wealth Advisory held 19,831 shares of iShares 3-7 Year Treasury Bond ETF worth $2.33M as of Q2 2026.
  • Delap Wealth Advisory sold 250 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.79% of Delap Wealth Advisory's portfolio in Q2 2026, its #26 holding.
  • Delap Wealth Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Delap Wealth Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $5.93M in Q4 2023.
  • 821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.