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

Flagship 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	–	Sell	-46	Closed	-$5.48K	–	490
2026 Q1	$5.48K	Buy	+46	New	+$5.49K	﹤0.01%	310
2025 Q4	–	Sell	-57	Closed	-$6.81K	–	410
2025 Q3	$6.81K	Buy	57 +11	+24%	+$1.31K	﹤0.01%	354
2025 Q2	$5.48K	Buy	46 +21	+84%	+$2.48K	﹤0.01%	326
2025 Q1	$2.95K	Hold	25	–	–	﹤0.01%	346
2024 Q4	$2.89K	Buy	+25	New	+$2.92K	﹤0.01%	340

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 22.9% 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

Flagship Wealth Advisors's IEI Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 46 shares — an estimated $5.48K sold.

Flagship Wealth Advisors first reported a position in IEI in Q4 2024 and held it in 5 quarters. The position peaked at $6.81K in Q3 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Flagship Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Flagship Wealth Advisors sold 46 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.48K.
Flagship Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Flagship Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $6.81K in Q3 2025.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.