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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.3M Buy
+131,264
New +$15.5M 0.26% 79
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

Diversify Advisory Services's IEI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 131,264 shares worth $15.3M. The stake represents 0.26% of the portfolio and ranks #79 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IEI as recently as Q4 2025.

Diversify Advisory Services first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Diversify Advisory Services held 131,264 shares of iShares 3-7 Year Treasury Bond ETF worth $15.3M as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.26% of Diversify Advisory Services's portfolio in Q2 2026, its #79 holding.
  • Diversify Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.