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

Genesis 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	$362K	Hold	3,078	–	–	0.22%	49
2026 Q1	$365K	Hold	3,078	–	–	0.24%	43
2025 Q4	$367K	Hold	3,078	–	–	0.25%	41
2025 Q3	$368K	Hold	3,078	–	–	0.26%	40
2025 Q2	$367K	Sell	3,078 -42	-1%	-$4.95K	0.28%	39
2025 Q1	$369K	Hold	3,120	–	–	0.3%	39
2024 Q4	$361K	Buy	+3,120	New	+$364K	0.31%	39
2015 Q2	$4.27M	Buy	34,737 +5,114	+17%	+$631K	3.47%	8
2015 Q1	$3.68M	Buy	29,623 +1,631	+6%	+$202K	3.06%	7
2014 Q4	$3.46M	Buy	+27,992	New	+$3.43M	2.74%	8

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

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

Genesis Wealth Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 3,078 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #49.

Genesis Wealth Advisors first reported a position in IEI in Q4 2014 and has held it in 10 quarters since. The position peaked at $4.27M in Q2 2015. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Genesis Wealth Advisors held 3,078 shares of iShares 3-7 Year Treasury Bond ETF worth $362K as of Q2 2026.
Genesis Wealth Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.22% of Genesis Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Genesis Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $4.27M in Q2 2015.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.