Diversify Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Diversify Advisory Services’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	-73,707	Closed	-$8.78M	–	515
2025 Q4	$8.78M	Buy	73,707 +965	+1%	+$115K	0.28%	62
2025 Q3	$8.68M	Sell	72,742 -579	-0.8%	-$68.9K	0.29%	56
2025 Q2	$8.71M	Buy	73,321 +30,271	+70%	+$3.57M	0.33%	50
2025 Q1	$5.13M	Sell	43,050 -1,125	-3%	-$131K	0.32%	52
2024 Q4	$5.07M	Sell	44,175 -8,783	-17%	-$1.03M	0.28%	53
2024 Q3	$6.21M	Buy	52,958 +389	+0.7%	+$46K	0.33%	54
2024 Q2	$6.09M	Buy	52,569 +8,285	+19%	+$950K	0.33%	56
2024 Q1	$5.09M	Buy	+44,284	New	+$5.14M	0.3%	72

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 $49B AUM 17.78% 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

Diversify Advisory Services's IEI Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 73,707 shares — an estimated $8.78M sold.

Diversify Advisory Services first reported a position in IEI in Q1 2024 and held it in 8 quarters. The position peaked at $8.78M in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Diversify Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 73,707 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.78M.
Diversify Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $8.78M in Q4 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.