Financial Engines Advisors
IEI icon

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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors's IEI Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q1 2026, selling an estimated $6.72M and leaving 4,231,532 shares worth $502M. The position accounts for 1.02% of the portfolio, ranked #25.

Financial Engines Advisors first reported a position in IEI in Q4 2018 and has held it in 30 quarters since. The position peaked at $722M in Q4 2020. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Financial Engines Advisors held 4,231,532 shares of iShares 3-7 Year Treasury Bond ETF worth $502M as of Q1 2026.
  • Financial Engines Advisors sold 56,381 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.72M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.02% of Financial Engines Advisors's portfolio in Q1 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 30 quarters since.
  • Financial Engines Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $722M in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.