Financial Services Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Financial Services Advisory’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	–	Sell	-5,073	Closed	-$605K	–	64
2025 Q4	$605K	Buy	5,073 +486	+11%	+$58.2K	0.22%	48
2025 Q3	$548K	Sell	4,587 -73	-2%	-$8.68K	0.21%	52
2025 Q2	$555K	Buy	+4,660	New	+$550K	0.27%	39
2023 Q3	–	Sell	-9,587	Closed	-$1.1M	–	50
2023 Q2	$1.1M	Buy	9,587 +813	+9%	+$95.2K	0.46%	27
2023 Q1	$1.03M	Buy	+8,774	New	+$1.02M	0.68%	23

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Services Advisory's IEI Position: Q1 2026 in Review

Financial Services Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 5,073 shares — an estimated $605K sold.

Financial Services Advisory first reported a position in IEI in Q1 2023 and held it in 5 quarters. The position peaked at $1.1M in Q2 2023. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Financial Services Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 5,073 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $605K.
Financial Services Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Financial Services Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $1.1M in Q2 2023.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.