Flagstar Advisors
IEI icon

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

Flagstar 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
Q3 		$240K Buy
2,117
+15
+0.7% +$1.74K 0.07% 176
2026
Q2 		$247K Buy
2,102
+147
+8% +$17.3K 0.07% 170
2026
Q1 		$232K Buy
1,955
+8
+0.4% +$954 0.08% 164
2025
Q4 		$232K Buy
1,947
+16
+0.8% +$1.92K 0.08% 167
2025
Q3 		$231K Buy
1,931
+12
+0.6% +$1.43K 0.07% 175
2025
Q2 		$229K Sell
1,919
-155
-7% -$18.3K 0.06% 189
2025
Q1 		$245K Buy
2,074
+8
+0.4% +$932 0.06% 195
2024
Q4 		$239K Buy
2,066
+16
+0.8% +$1.87K 0.06% 192
2024
Q3 		$245K Buy
2,050
+11
+0.5% +$1.3K 0.06% 188
2024
Q2 		$235K Buy
2,039
+12
+0.6% +$1.38K 0.06% 180
2024
Q1 		$235K Buy
2,027
+101
+5% +$11.7K 0.07% 177
2023
Q4 		$226K Sell
1,926
-28
-1% -$3.2K 0.07% 168
2023
Q3 		$221K Buy
1,954
+48
+3% +$5.49K 0.08% 151
2023
Q2 		$220K Sell
1,906
-23
-1% -$2.69K 0.08% 151
2023
Q1 		$227K Sell
1,929
-80
-4% -$9.3K 0.08% 148
2022
Q4 		$231K Sell
2,009
-389
-16% -$44.6K 0.08% 152
2022
Q3 		$274K Buy
2,398
+35
+1% +$4.14K 0.1% 135
2022
Q2 		$282K Sell
2,363
-110
-4% -$13.1K 0.1% 128
2022
Q1 		$301K Buy
2,473
+86
+4% +$10.8K 0.09% 125
2021
Q4 		$307K Buy
2,387
+4
+0.2% +$516 0.09% 119
2021
Q3 		$310K Buy
+2,383
New +$313K 0.1% 112

Other funds holding IEI

AssetMark Inc
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Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Flagstar Advisors's IEI Position: Q3 2026 in Review

Flagstar Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.71% in Q3 2026, buying an estimated $1.74K and bringing the position to 2,117 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #176.

Flagstar Advisors first reported a position in IEI in Q3 2021 and has held it in 21 quarters since. The position peaked at $310K in Q3 2021. 328 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Flagstar Advisors held 2,117 shares of iShares 3-7 Year Treasury Bond ETF worth $240K as of Q3 2026.
  • Flagstar Advisors bought 15 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.74K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Flagstar Advisors's portfolio in Q3 2026, its #176 holding.
  • Flagstar Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $310K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.