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FAS Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

FAS Wealth Partners’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
Q1 		– Sell
-2
Closed -$246 – 529
2025
Q4 		$246 Hold
2
– – ﹤0.01% 511
2025
Q3 		$243 Sell
2
-472
-100% -$56.1K ﹤0.01% 463
2025
Q2 		$56.5K Sell
474
-348
-42% -$41.1K ﹤0.01% 362
2025
Q1 		$97.1K Sell
822
-249,493
-100% -$29.1M 0.01% 314
2024
Q4 		$28.9M Buy
+250,315
New +$29.2M 2.43% 9
2023
Q4 		– Sell
-319
Closed -$36.1K – 436
2023
Q3 		$36.1K Hold
319
– – ﹤0.01% 339
2023
Q2 		$36.8K Buy
+319
New +$37.4K ﹤0.01% 322
2021
Q4 		– Sell
-47
Closed -$6K – 411
2021
Q3 		$6K Buy
+47
New +$6.16K ﹤0.01% 384

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAS Wealth Partners's IEI Position: Q1 2026 in Review

FAS Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 2 shares — an estimated $246 sold.

FAS Wealth Partners first reported a position in IEI in Q3 2021 and held it in 8 quarters. The position peaked at $28.9M in Q4 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • FAS Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • FAS Wealth Partners sold 2 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $246.
  • FAS Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 8 quarters.
  • FAS Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $28.9M in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.