Empower Advisory Group
IEI icon

Empower Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Empower Advisory Group’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
Q1 		– Sell
-2,464
Closed -$294K – 532
2025
Q4 		$294K Buy
+2,464
New +$295K ﹤0.01% 417
2025
Q2 		– Sell
-2,058
Closed -$243K – 511
2025
Q1 		$243K Sell
2,058
-373
-15% -$43.4K ﹤0.01% 439
2024
Q4 		$281K Sell
2,431
-977
-29% -$114K ﹤0.01% 425
2024
Q3 		$408K Sell
3,408
-563
-14% -$66.5K ﹤0.01% 349
2024
Q2 		$459K Sell
3,971
-456
-10% -$52.3K ﹤0.01% 315
2024
Q1 		$513K Sell
4,427
-1,565
-26% -$182K ﹤0.01% 299
2023
Q4 		$702K Sell
5,992
-4,400
-42% -$502K ﹤0.01% 258
2023
Q3 		$1.18M Sell
10,392
-2,968
-22% -$339K 0.01% 223
2023
Q2 		$1.54M Sell
13,360
-13,343
-50% -$1.56M 0.01% 219
2023
Q1 		$3.15M Buy
+26,703
New +$3.1M 0.01% 200

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group's IEI Position: Q1 2026 in Review

Empower Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 2,464 shares — an estimated $294K sold.

Empower Advisory Group first reported a position in IEI in Q1 2023 and held it in 10 quarters. The position peaked at $3.15M in Q1 2023. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Empower Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Empower Advisory Group sold 2,464 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $294K.
  • Empower Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 10 quarters.
  • Empower Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $3.15M in Q1 2023.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.