Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Dynamic Advisor Solutions’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 		$4.66M Sell
41,105
-3,195
-7% -$370K 0.13% 165
2026
Q2 		$5.2M Sell
44,300
-139
-0.3% -$16.4K 0.15% 160
2026
Q1 		$5.27M Buy
44,439
+1,557
+4% +$186K 0.17% 138
2025
Q4 		$5.12M Sell
42,882
-616
-1% -$73.7K 0.16% 142
2025
Q3 		$5.2M Buy
43,498
+3,065
+8% +$365K 0.15% 159
2025
Q2 		$4.82M Sell
40,433
-2,084
-5% -$246K 0.15% 166
2025
Q1 		$5.02M Sell
42,517
-82
-0.2% -$9.5K 0.17% 152
2024
Q4 		$4.92M Buy
42,599
+2,785
+7% +$325K 0.21% 114
2024
Q3 		$4.76M Buy
39,814
+4,949
+14% +$585K 0.14% 173
2024
Q2 		$4.03M Buy
34,865
+6,432
+23% +$737K 0.13% 192
2024
Q1 		$3.29M Buy
28,433
+8,353
+42% +$969K 0.11% 223
2023
Q4 		$2.34M Buy
20,080
+16,208
+419% +$1.85M 0.09% 261
2023
Q3 		$438K Buy
3,872
+527
+16% +$60.3K 0.02% 556
2023
Q2 		$386K Sell
3,345
-1,089
-25% -$128K 0.02% 572
2023
Q1 		$522K Sell
4,434
-2,101
-32% -$244K 0.03% 457
2022
Q4 		$751K Sell
6,535
-5,443
-45% -$624K 0.05% 334
2022
Q3 		$1.37M Sell
11,978
-10,242
-46% -$1.21M 0.1% 202
2022
Q2 		$2.65M Sell
22,220
-8,693
-28% -$1.04M 0.2% 117
2022
Q1 		$3.77M Sell
30,913
-2,359
-7% -$296K 0.26% 90
2021
Q4 		$4.28M Buy
33,272
+1,550
+5% +$200K 0.31% 78
2021
Q3 		$4.13M Buy
31,722
+1,820
+6% +$239K 0.31% 71
2021
Q2 		$3.9M Buy
29,902
+588
+2% +$76.8K 0.31% 78
2021
Q1 		$3.81M Buy
29,314
+515
+2% +$67.7K 0.35% 66
2020
Q4 		$3.83M Buy
28,799
+7,726
+37% +$1.03M 0.36% 76
2020
Q3 		$2.82M Buy
21,073
+2,860
+16% +$382K 0.32% 86
2020
Q2 		$2.44M Buy
18,213
+12,221
+204% +$1.63M 0.33% 86
2020
Q1 		$799K Buy
+5,992
New +$772K 0.15% 179
2019
Q4 		– Sell
-35,781
Closed -$4.54M – 586
2019
Q3 		$4.54M Sell
35,781
-616
-2% -$77.8K 0.7% 26
2019
Q2 		$4.58M Buy
+36,397
New +$4.5M 0.74% 26
2019
Q1 		– Sell
-2,170
Closed -$263K – 440
2018
Q4 		$263K Buy
+2,170
New +$259K 0.06% 309

Other funds holding IEI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Dynamic Advisor Solutions's IEI Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.2% in Q3 2026, selling an estimated $370K and leaving 41,105 shares worth $4.66M. The position accounts for 0.13% of the portfolio, ranked #165.

Dynamic Advisor Solutions first reported a position in IEI in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.27M in Q1 2026. 169 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Dynamic Advisor Solutions held 41,105 shares of iShares 3-7 Year Treasury Bond ETF worth $4.66M as of Q3 2026.
  • Dynamic Advisor Solutions sold 3,195 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $370K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #165 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $5.27M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.