Elevated Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Elevated Capital 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 Q2	$93.7K	Hold	798	–	–	0.03%	286
2026 Q1	$94.6K	Sell	798 -6,675	-89%	-$796K	0.02%	287
2025 Q4	$892K	Sell	7,473 -149	-2%	-$17.8K	0.21%	125
2025 Q3	$911K	Sell	7,622 -173	-2%	-$20.6K	0.23%	115
2025 Q2	$921K	Hold	7,795	–	–	0.26%	109
2025 Q1	$921K	Sell	7,795 -476	-6%	-$55.4K	0.26%	109
2024 Q4	$956K	Sell	8,271 -15,346	-65%	-$1.79M	0.26%	111
2024 Q3	$2.82M	Sell	23,617 -6,443	-21%	-$761K	0.75%	33
2024 Q2	$3.47M	Buy	30,060 +5,673	+23%	+$650K	0.98%	23
2024 Q1	$2.82M	Buy	+24,387	New	+$2.83M	0.81%	37
2021 Q1	–	Sell	-26,481	Closed	-$3.52M	–	168
2020 Q4	$3.52M	Buy	26,481 +287	+1%	+$38.2K	1.52%	13
2020 Q3	$3.47M	Sell	26,194 -11,516	-31%	-$1.54M	1.62%	13
2020 Q2	$5.04M	Buy	+37,710	New	+$5.03M	2.37%	6
2019 Q4	$2.47M	Buy	+19,658	New	+$2.48M	2.75%	6
2019 Q1	$5.22M	Buy	+39,152	New	+$4.77M	3.45%	1

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevated Capital Advisors's IEI Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 798 shares worth $93.7K. The position accounts for 0.03% of the portfolio, ranked #286.

Elevated Capital Advisors first reported a position in IEI in Q1 2019 and has held it in 15 quarters since. The position peaked at $5.22M in Q1 2019. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Elevated Capital Advisors held 798 shares of iShares 3-7 Year Treasury Bond ETF worth $93.7K as of Q2 2026.
Elevated Capital Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #286 holding.
Elevated Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 15 quarters since.
Elevated Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5.22M in Q1 2019.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.