Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Envestnet Portfolio 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 		$2.22M Sell
18,930
-3,492
-16% -$411K 0.01% 477
2026
Q1 		$2.66M Sell
22,422
-5,094
-19% -$608K 0.01% 396
2025
Q4 		$3.28M Buy
27,516
+2,398
+10% +$287K 0.01% 446
2025
Q3 		$3M Sell
25,118
-13,052
-34% -$1.55M 0.01% 445
2025
Q2 		$4.55M Sell
38,170
-29,051
-43% -$3.43M 0.02% 387
2025
Q1 		$7.94M Buy
67,221
+2,880
+4% +$335K 0.03% 270
2024
Q4 		$7.43M Sell
64,341
-14,174
-18% -$1.65M 0.02% 313
2024
Q3 		$9.39M Sell
78,515
-4,301
-5% -$508K 0.03% 254
2024
Q2 		$9.56M Sell
82,816
-2,150
-3% -$246K 0.03% 240
2024
Q1 		$9.84M Sell
84,966
-33,436
-28% -$3.88M 0.04% 232
2023
Q4 		$13.9M Sell
118,402
-17,889
-13% -$2.04M 0.06% 170
2023
Q3 		$15.4M Buy
+136,291
New +$15.6M 0.07% 129

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
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

Envestnet Portfolio Solutions's IEI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, selling an estimated $411K and leaving 18,930 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #477.

Envestnet Portfolio Solutions first reported a position in IEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.4M in Q3 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,930 shares of iShares 3-7 Year Treasury Bond ETF worth $2.22M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 3,492 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $411K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #477 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $15.4M in Q3 2023.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.