FIA
IEI icon

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

Foundations Investment 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
-2,113
Closed -$251K – 1259
2026
Q1 		$251K Buy
2,113
+394
+23% +$47K ﹤0.01% 985
2025
Q4 		$205K Sell
1,719
-355
-17% -$42.5K ﹤0.01% 1054
2025
Q3 		$248K Buy
+2,074
New +$247K ﹤0.01% 922
2025
Q2 		– Sell
-1,755
Closed -$207K – 964
2025
Q1 		$207K Sell
1,755
-182
-9% -$21.2K ﹤0.01% 813
2024
Q4 		$224K Sell
1,937
-164
-8% -$19.1K ﹤0.01% 766
2024
Q3 		$251K Sell
2,101
-102
-5% -$12.1K 0.01% 685
2024
Q2 		$254K Buy
2,203
+160
+8% +$18.3K 0.01% 644
2024
Q1 		$237K Sell
2,043
-44
-2% -$5.11K 0.01% 635
2023
Q4 		$245K Sell
2,087
-10,734
-84% -$1.22M 0.01% 600
2023
Q3 		$1.45M Buy
12,821
+1,850
+17% +$212K 0.04% 251
2023
Q2 		$1.26M Buy
10,971
+5,838
+114% +$684K 0.04% 238
2023
Q1 		$604K Buy
5,133
+3,230
+170% +$375K 0.02% 299
2022
Q4 		$219K Sell
1,903
-11,885
-86% -$1.36M 0.01% 395
2022
Q3 		$1.58M Sell
13,788
-340
-2% -$40.2K 0.07% 120
2022
Q2 		$1.69M Buy
+14,128
New +$1.69M 0.07% 107

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foundations Investment Advisors's IEI Position: Q2 2026 in Review

Foundations Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 2,113 shares — an estimated $251K sold.

Foundations Investment Advisors first reported a position in IEI in Q2 2022 and held it in 15 quarters. The position peaked at $1.69M in Q2 2022. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Foundations Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,113 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $251K.
  • Foundations Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 15 quarters.
  • Foundations Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.69M in Q2 2022.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.