FFA
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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
Q3 		$12M Buy
105,521
+1,351
+1% +$157K 0.08% 199
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors's IEI Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q3 2026, buying an estimated $157K and bringing the position to 105,521 shares worth $12M. The position accounts for 0.08% of the portfolio, ranked #199.

Farther Finance Advisors first reported a position in IEI in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.6M in Q1 2026. 42 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Farther Finance Advisors held 105,521 shares of iShares 3-7 Year Treasury Bond ETF worth $12M as of Q3 2026.
  • Farther Finance Advisors bought 1,351 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $157K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #199 holding.
  • Farther Finance Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $12.6M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.