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

Glen Eagle 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 Q1	$54K	Hold	455	–	–	0.01%	436
2025 Q4	$54.3K	Hold	455	–	–	0.01%	433
2025 Q3	$54.4K	Buy	+455	New	+$54.1K	0.01%	435
2023 Q3	–	Sell	-63	Closed	-$7.2K	–	1054
2023 Q2	$7.2K	Buy	63 +1	+2%	+$117	﹤0.01%	685
2023 Q1	$7.31K	Buy	+62	New	+$7.21K	﹤0.01%	671
2021 Q4	–	Sell	-25	Closed	-$3.25K	–	1005
2021 Q3	$3.25K	Sell	25 -33	-57%	-$4.33K	﹤0.01%	866
2021 Q2	$7.57K	Hold	58	–	–	﹤0.01%	747
2021 Q1	$7.53K	Sell	58 -282	-83%	-$37.1K	﹤0.01%	710
2020 Q4	$45.2K	Hold	340	–	–	0.02%	345
2020 Q3	$45.4K	Hold	340	–	–	0.02%	323
2020 Q2	$45.4K	Hold	340	–	–	0.02%	303
2020 Q1	$45.3K	Hold	340	–	–	0.03%	273
2019 Q4	$42.8K	Buy	340 +295	+656%	+$37.3K	0.02%	338
2019 Q3	$5.71K	Hold	45	–	–	﹤0.01%	614
2019 Q2	$5.66K	Sell	45 -95	-68%	-$11.7K	﹤0.01%	606
2019 Q1	$17.2K	Buy	140 +45	+47%	+$5.48K	0.01%	399
2018 Q4	$11.5K	Hold	95	–	–	0.01%	439
2018 Q3	$11.3K	Hold	95	–	–	0.01%	452
2018 Q2	$11.4K	Hold	95	–	–	0.01%	441
2018 Q1	$11.5K	Hold	95	–	–	0.01%	418
2017 Q4	$11.6K	Hold	95	–	–	0.01%	408
2017 Q3	$11.7K	Hold	95	–	–	0.01%	412
2017 Q2	$11.7K	Buy	+95	New	+$11.8K	0.01%	373

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glen Eagle Advisors's IEI Position: Q1 2026 in Review

Glen Eagle Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 455 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #436.

Glen Eagle Advisors first reported a position in IEI in Q2 2017 and has held it in 23 quarters since. The position peaked at $54.4K in Q3 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Glen Eagle Advisors held 455 shares of iShares 3-7 Year Treasury Bond ETF worth $54K as of Q1 2026.
Glen Eagle Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #436 holding.
Glen Eagle Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and has held it in 23 quarters since.
Glen Eagle Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $54.4K in Q3 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.