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

Financial Engines 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	$509M	Buy	4,330,638 +99,106	+2%	+$11.7M	0.9%	25
2026 Q1	$502M	Sell	4,231,532 -56,381	-1%	-$6.72M	1.02%	25
2025 Q4	$512M	Buy	4,287,913 +33,946	+0.8%	+$4.06M	0.97%	26
2025 Q3	$508M	Buy	4,253,967 +236,652	+6%	+$28.1M	0.97%	26
2025 Q2	$478M	Sell	4,017,315 -84,211	-2%	-$9.93M	0.95%	26
2025 Q1	$485M	Sell	4,101,526 -65,633	-2%	-$7.64M	1.04%	25
2024 Q4	$482M	Sell	4,167,159 -24,649	-0.6%	-$2.88M	1.01%	26
2024 Q3	$501M	Sell	4,191,808 -59,716	-1%	-$7.06M	1.05%	26
2024 Q2	$491M	Buy	4,251,524 +44,982	+1%	+$5.16M	1.09%	26
2024 Q1	$487M	Buy	4,206,542 +52,447	+1%	+$6.09M	1.1%	26
2023 Q4	$487M	Sell	4,154,095 -80,942	-2%	-$9.24M	1.15%	26
2023 Q3	$479M	Buy	4,235,037 +114,854	+3%	+$13.1M	1.26%	24
2023 Q2	$475M	Buy	4,120,183 +243,660	+6%	+$28.5M	1.2%	26
2023 Q1	$456M	Buy	3,876,523 +176,331	+5%	+$20.5M	1.21%	26
2022 Q4	$425M	Sell	3,700,192 -103,915	-3%	-$11.9M	1.22%	26
2022 Q3	$435M	Sell	3,804,107 -157,671	-4%	-$18.7M	1.42%	25
2022 Q2	$473M	Sell	3,961,778 -963,184	-20%	-$115M	1.44%	24
2022 Q1	$601M	Sell	4,924,962 -86,011	-2%	-$10.8M	1.6%	21
2021 Q4	$645M	Buy	5,010,973 +116,209	+2%	+$15M	1.71%	20
2021 Q3	$637M	Buy	4,894,764 +30,636	+0.6%	+$4.02M	1.88%	19
2021 Q2	$635M	Sell	4,864,128 -315,680	-6%	-$41.2M	1.84%	19
2021 Q1	$673M	Sell	5,179,808 -251,446	-5%	-$33.1M	2.1%	15
2020 Q4	$722M	Buy	5,431,254 +63,728	+1%	+$8.47M	2.46%	14
2020 Q3	$717M	Buy	5,367,526 +325,857	+6%	+$43.5M	2.86%	12
2020 Q2	$674M	Buy	5,041,669 +856,184	+20%	+$114M	2.95%	12
2020 Q1	$558M	Buy	4,185,485 +2,143,434	+105%	+$276M	3%	10
2019 Q4	$257M	Sell	2,042,051 -2,633,399	-56%	-$333M	1.24%	18
2019 Q3	$593M	Buy	4,675,450 +2,674,753	+134%	+$338M	3.19%	9
2019 Q2	$252M	Buy	2,000,697 +1,432	+0.1%	+$177K	1.47%	16
2019 Q1	$246M	Buy	1,999,265 +315,942	+19%	+$38.5M	1.34%	17
2018 Q4	$204M	Buy	+1,683,323	New	+$201M	1.41%	14

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors's IEI Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q2 2026, buying an estimated $11.7M and bringing the position to 4,330,638 shares worth $509M. The position accounts for 0.9% of the portfolio, ranked #25.

Financial Engines Advisors first reported a position in IEI in Q4 2018 and has held it in 31 quarters since. The position peaked at $722M in Q4 2020. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Financial Engines Advisors held 4,330,638 shares of iShares 3-7 Year Treasury Bond ETF worth $509M as of Q2 2026.
Financial Engines Advisors bought 99,106 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.7M.
iShares 3-7 Year Treasury Bond ETF made up 0.9% of Financial Engines Advisors's portfolio in Q2 2026, its #25 holding.
Financial Engines Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
Financial Engines Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $722M in Q4 2020.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.