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

Fortis Group 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	$385K	Sell	3,274 -135	-4%	-$15.9K	0.06%	200
2026 Q1	$403K	Sell	3,409 -1,115	-25%	-$133K	0.07%	200
2025 Q4	$540K	Buy	4,524 +56	+1%	+$6.7K	0.09%	200
2025 Q3	$535K	Sell	4,468 -795	-15%	-$94.6K	0.09%	159
2025 Q2	$623K	Buy	+5,263	New	+$621K	0.11%	147
2024 Q4	–	Sell	-33,250	Closed	-$3.98M	–	512
2024 Q3	$3.98M	Buy	+33,250	New	+$3.93M	0.74%	41
2024 Q2	–	Sell	-2,896	Closed	-$335K	–	514
2024 Q1	$335K	Sell	2,896 -3,516	-55%	-$408K	0.06%	155
2023 Q4	$754K	Hold	6,412	–	–	0.19%	59
2023 Q3	$754K	Sell	6,412 -663	-9%	-$75.8K	0.23%	50
2023 Q2	$815K	Sell	7,075 -129	-2%	-$15.1K	0.22%	65
2023 Q1	$851K	Buy	+7,204	New	+$837K	0.26%	51
2020 Q3	$45M	Buy	+336,823	New	+$45M	8.72%	2

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

Fortis Group Advisors's IEI Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4% in Q2 2026, selling an estimated $15.9K and leaving 3,274 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #200.

Fortis Group Advisors first reported a position in IEI in Q3 2020 and has held it in 12 quarters since. The position peaked at $45M in Q3 2020. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Fortis Group Advisors held 3,274 shares of iShares 3-7 Year Treasury Bond ETF worth $385K as of Q2 2026.
Fortis Group Advisors sold 135 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.9K.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #200 holding.
Fortis Group Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 12 quarters since.
Fortis Group Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $45M in Q3 2020.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.