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EP Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

EP Wealth 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 		$470K Sell
4,006
-108
-3% -$12.7K ﹤0.01% 1053
2026
Q1 		$488K Buy
4,114
+259
+7% +$30.9K ﹤0.01% 907
2025
Q4 		$460K Buy
+3,855
New +$461K ﹤0.01% 922
2025
Q2 		$2.51M Buy
21,073
+18,409
+691% +$2.17M 0.02% 369
2025
Q1 		$315K Sell
2,664
-55
-2% -$6.41K ﹤0.01% 895
2024
Q4 		$314K Sell
2,719
-57
-2% -$6.65K ﹤0.01% 855
2024
Q3 		$332K Sell
2,776
-233
-8% -$27.5K ﹤0.01% 817
2024
Q2 		$347K Buy
3,009
+563
+23% +$64.5K ﹤0.01% 612
2024
Q1 		$283K Sell
2,446
-196
-7% -$22.7K ﹤0.01% 644
2023
Q4 		$309K Buy
2,642
+775
+42% +$88.4K ﹤0.01% 605
2023
Q3 		$211K Buy
+1,867
New +$213K ﹤0.01% 652

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

EP Wealth Advisors's IEI Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.6% in Q2 2026, selling an estimated $12.7K and leaving 4,006 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

EP Wealth Advisors first reported a position in IEI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q2 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • EP Wealth Advisors held 4,006 shares of iShares 3-7 Year Treasury Bond ETF worth $470K as of Q2 2026.
  • EP Wealth Advisors sold 108 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.7K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1053 holding.
  • EP Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • EP Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.51M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.