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

EverSource 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 		$710K Sell
6,044
-53
-0.9% -$6.24K 0.02% 440
2026
Q1 		$723K Sell
6,097
-556
-8% -$66.3K 0.02% 471
2025
Q4 		$794K Buy
6,653
+1,049
+19% +$126K 0.03% 393
2025
Q3 		$670K Buy
5,604
+3
+0.1% +$357 0.03% 411
2025
Q2 		$667K Sell
5,601
-2,036
-27% -$240K 0.03% 371
2025
Q1 		$902K Sell
7,637
-6,977
-48% -$812K 0.05% 266
2024
Q4 		$1.69M Buy
14,614
+1,796
+14% +$210K 0.09% 167
2024
Q3 		$1.53M Buy
12,818
+1,358
+12% +$160K 0.1% 163
2024
Q2 		$1.35M Buy
11,460
+1,764
+18% +$202K 0.09% 173
2024
Q1 		$1.1M Buy
9,696
+4,567
+89% +$530K 0.09% 170
2023
Q4 		$601K Sell
5,129
-12
-0.2% -$1.37K 0.06% 225
2023
Q3 		$582K Buy
5,141
+35
+0.7% +$4K 0.06% 212
2023
Q2 		$588K Sell
5,106
-77
-1% -$9.02K 0.06% 216
2023
Q1 		$610K Hold
5,183
– – 0.08% 194
2022
Q4 		$595K Sell
5,183
-1,362
-21% -$156K 0.09% 176
2022
Q3 		$748K Buy
6,545
+1,032
+19% +$122K 0.17% 116
2022
Q2 		$658K Sell
5,513
-1,175
-18% -$140K 0.17% 114
2022
Q1 		$816K Sell
6,688
-809
-11% -$102K 0.21% 95
2021
Q4 		$965K Buy
+7,497
New +$968K 0.27% 64

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

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

EverSource Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.87% in Q2 2026, selling an estimated $6.24K and leaving 6,044 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #440.

EverSource Wealth Advisors first reported a position in IEI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • EverSource Wealth Advisors held 6,044 shares of iShares 3-7 Year Treasury Bond ETF worth $710K as of Q2 2026.
  • EverSource Wealth Advisors sold 53 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.24K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #440 holding.
  • EverSource Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.69M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.