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

Delos Wealth 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
Q1 		– Sell
-283
Closed -$33.8K – 283
2025
Q4 		$33.8K Hold
283
– – 0.02% 113
2025
Q3 		$33.8K Hold
283
– – 0.02% 126
2025
Q2 		$33.7K Buy
+283
New +$33.4K 0.03% 114

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delos Wealth Advisors's IEI Position: Q1 2026 in Review

Delos Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 283 shares — an estimated $33.8K sold.

Delos Wealth Advisors first reported a position in IEI in Q2 2025 and held it in 3 quarters. The position peaked at $33.8K in Q3 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Delos Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 283 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $33.8K.
  • Delos Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Delos Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $33.8K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.