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 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%	-$9.55K	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	$2.81M	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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Dynamic Advisor Solutions's IEI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.31% in Q2 2026, selling an estimated $16.4K and leaving 44,300 shares worth $5.2M. The position accounts for 0.15% of the portfolio, ranked #160.

Dynamic Advisor Solutions first reported a position in IEI in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.27M in Q1 2026. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Dynamic Advisor Solutions held 44,300 shares of iShares 3-7 Year Treasury Bond ETF worth $5.2M as of Q2 2026.
Dynamic Advisor Solutions sold 139 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.4K.
iShares 3-7 Year Treasury Bond ETF made up 0.15% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #160 holding.
Dynamic Advisor Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
Dynamic Advisor Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $5.27M in Q1 2026.
148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.