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Fiduciary Alliance’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Fiduciary Alliance’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 		$1.16M Sell
9,893
-6
-0.1% -$706 0.08% 248
2026
Q1 		$1.17M Buy
9,899
+1,789
+22% +$213K 0.07% 242
2025
Q4 		$968K Buy
8,110
+1,792
+28% +$214K 0.06% 244
2025
Q3 		$755K Buy
6,318
+332
+6% +$39.5K 0.05% 270
2025
Q2 		$713K Buy
5,986
+440
+8% +$51.9K 0.05% 270
2025
Q1 		$655K Buy
5,546
+1,388
+33% +$162K 0.06% 220
2024
Q4 		$480K Buy
4,158
+490
+13% +$57.2K 0.05% 237
2024
Q3 		$439K Sell
3,668
-179
-5% -$21.2K 0.06% 167
2024
Q2 		$442K Sell
3,847
-1,541
-29% -$177K 0.07% 140
2024
Q1 		$619K Sell
5,388
-1,735
-24% -$201K 0.11% 110
2023
Q4 		$834K Buy
7,123
+1,803
+34% +$206K 0.16% 84
2023
Q3 		$602K Buy
5,320
+1,978
+59% +$226K 0.14% 95
2023
Q2 		$385K Buy
+3,342
New +$391K 0.08% 117

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Fiduciary Alliance's IEI Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.06% in Q2 2026, selling an estimated $706 and leaving 9,893 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #248.

Fiduciary Alliance first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q1 2026. 168 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Fiduciary Alliance held 9,893 shares of iShares 3-7 Year Treasury Bond ETF worth $1.16M as of Q2 2026.
  • Fiduciary Alliance sold 6 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $706.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #248 holding.
  • Fiduciary Alliance first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Fiduciary Alliance's iShares 3-7 Year Treasury Bond ETF position peaked at $1.17M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.