Delap Wealth Advisory
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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
Q3 		$5.27M Buy
46,464
+26,633
+134% +$3.09M 1.81% 17
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Delap Wealth Advisory's IEI Position: Q3 2026 in Review

Delap Wealth Advisory increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 134% in Q3 2026, buying an estimated $3.09M and bringing the position to 46,464 shares worth $5.27M. The position accounts for 1.81% of the portfolio, ranked #17.

Delap Wealth Advisory first reported a position in IEI in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.93M in Q4 2023. 562 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Delap Wealth Advisory held 46,464 shares of iShares 3-7 Year Treasury Bond ETF worth $5.27M as of Q3 2026.
  • Delap Wealth Advisory bought 26,633 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.09M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.81% of Delap Wealth Advisory's portfolio in Q3 2026, its #17 holding.
  • Delap Wealth Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $5.93M in Q4 2023.
  • 562 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.