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Elevation Advisory Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Elevation Advisory Partners’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 		– Sell
-3,918
Closed -$467K – 64
2026
Q1 		$467K Buy
+3,918
New +$467K 0.44% 40

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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevation Advisory Partners's IEI Position: Q2 2026 in Review

Elevation Advisory Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 3,918 shares — an estimated $467K sold.

Elevation Advisory Partners first reported a position in IEI in Q1 2026 and held it in 1 quarter. The position peaked at $467K in Q1 2026. 816 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Elevation Advisory Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 3,918 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $467K.
  • Elevation Advisory Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $467K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.