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

GHP 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	$134K	Buy	1,143 +95	+9%	+$11.2K	﹤0.01%	435
2026 Q1	$124K	Hold	1,048	–	–	0.01%	433
2025 Q4	$125K	Hold	1,048	–	–	0.01%	425
2025 Q3	$125K	Buy	1,048 +350	+50%	+$41.6K	0.01%	422
2025 Q2	$83.1K	Hold	698	–	–	﹤0.01%	456
2025 Q1	$82.5K	Buy	+698	New	+$81.3K	﹤0.01%	448
2024 Q4	–	Sell	-637	Closed	-$76.2K	–	1010
2024 Q3	$76.2K	Buy	+637	New	+$75.3K	﹤0.01%	470
2022 Q3	–	Sell	-74	Closed	-$9K	–	932
2022 Q2	$9K	Buy	+74	New	+$8.85K	﹤0.01%	701

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

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

GHP Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,143 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

GHP Investment Advisors first reported a position in IEI in Q2 2022 and has held it in 8 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

GHP Investment Advisors held 1,143 shares of iShares 3-7 Year Treasury Bond ETF worth $134K as of Q2 2026.
GHP Investment Advisors bought 95 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #435 holding.
GHP Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.