Farther Finance Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Farther Finance 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	$12.2M	Sell	104,170 -2,697	-3%	-$318K	0.1%	187
2026 Q1	$12.6M	Buy	106,867 +12,921	+14%	+$1.54M	0.12%	150
2025 Q4	$11.2M	Buy	93,946 +24,919	+36%	+$2.98M	0.12%	153
2025 Q3	$8.25M	Buy	69,027 +14,390	+26%	+$1.71M	0.12%	140
2025 Q2	$6.51M	Buy	54,637 +16,742	+44%	+$1.97M	0.13%	147
2025 Q1	$4.47M	Buy	37,895 +36,615	+2,861%	+$4.26M	0.11%	172
2024 Q4	$148K	Sell	1,280 -123	-9%	-$14.4K	0.01%	1135
2024 Q3	$168K	Sell	1,403 -4,152	-75%	-$491K	0.01%	1069
2024 Q2	$637K	Buy	5,555 +41	+0.7%	+$4.7K	0.03%	402
2024 Q1	$634K	Buy	5,514 +4,840	+718%	+$562K	0.04%	338
2023 Q4	$79K	Sell	674 -65	-9%	-$7.42K	0.01%	871
2023 Q3	$83.7K	Buy	739 +207	+39%	+$23.7K	0.01%	622
2023 Q2	$61.3K	Hold	532	–	–	0.01%	599
2023 Q1	$62.6K	Buy	532 +1	+0.2%	+$116	0.02%	542
2022 Q4	$61.1K	Buy	+531	New	+$60.9K	0.02%	448

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Farther Finance Advisors's IEI Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.5% in Q2 2026, selling an estimated $318K and leaving 104,170 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #187.

Farther Finance Advisors first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2026. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Farther Finance Advisors held 104,170 shares of iShares 3-7 Year Treasury Bond ETF worth $12.2M as of Q2 2026.
Farther Finance Advisors sold 2,697 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $318K.
iShares 3-7 Year Treasury Bond ETF made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #187 holding.
Farther Finance Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $12.6M in Q1 2026.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.