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

Financial Network Wealth 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	$16K	Hold	136	–	–	0.02%	432
2026 Q1	$16.1K	Hold	136	–	–	0.02%	413
2025 Q4	$16.2K	Hold	136	–	–	0.02%	415
2025 Q3	$16.3K	Hold	136	–	–	0.02%	396
2025 Q2	$16.2K	Hold	136	–	–	0.02%	377
2025 Q1	$16.1K	Buy	+136	New	+$15.8K	0.02%	360
2024 Q4	–	Sell	-136	Closed	-$16.3K	–	648
2024 Q3	$16.3K	Hold	136	–	–	0.01%	387
2024 Q2	$15.7K	Buy	+136	New	+$15.6K	0.01%	430

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

Financial Network Wealth Advisors's IEI Position: Q2 2026 in Review

Financial Network Wealth Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 136 shares worth $16K. The position accounts for 0.02% of the portfolio, ranked #432.

Financial Network Wealth Advisors first reported a position in IEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.3K in Q3 2024. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Financial Network Wealth Advisors held 136 shares of iShares 3-7 Year Treasury Bond ETF worth $16K as of Q2 2026.
Financial Network Wealth 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 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #432 holding.
Financial Network Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $16.3K in Q3 2024.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.