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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's IEI Position: Q1 2026 in Review

Delap Wealth Advisory held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 20,081 shares worth $2.38M. The position accounts for 0.9% of the portfolio, ranked #25.

Delap Wealth Advisory first reported a position in IEI in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.93M in Q4 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Delap Wealth Advisory held 20,081 shares of iShares 3-7 Year Treasury Bond ETF worth $2.38M as of Q1 2026.
Delap Wealth Advisory left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.9% of Delap Wealth Advisory's portfolio in Q1 2026, its #25 holding.
Delap Wealth Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $5.93M in Q4 2023.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.