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

Fiducient 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	$308K	Hold	2,626	–	–	0.04%	123
2026 Q1	$311K	Hold	2,626	–	–	0.04%	113
2025 Q4	$313K	Hold	2,626	–	–	0.04%	140
2025 Q3	$314K	Hold	2,626	–	–	0.04%	123
2025 Q2	$313K	Hold	2,626	–	–	0.04%	122
2025 Q1	$310K	Hold	2,626	–	–	0.04%	128
2024 Q4	$303K	Hold	2,626	–	–	0.04%	123
2024 Q3	$314K	Hold	2,626	–	–	0.04%	114
2024 Q2	$303K	Buy	+2,626	New	+$301K	0.04%	115

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

Fiducient Advisors's IEI Position: Q2 2026 in Review

Fiducient Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,626 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #123.

Fiducient Advisors first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $314K in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Fiducient Advisors held 2,626 shares of iShares 3-7 Year Treasury Bond ETF worth $308K as of Q2 2026.
Fiducient Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Fiducient Advisors's portfolio in Q2 2026, its #123 holding.
Fiducient Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fiducient Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $314K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.