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

Greenspring 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	$1.45M	Sell	12,314 -421	-3%	-$49.6K	0.08%	114
2026 Q1	$1.51M	Buy	12,735 +260	+2%	+$31K	0.09%	99
2025 Q4	$1.49M	Buy	12,475 +8,686	+229%	+$1.04M	0.09%	98
2025 Q3	$453K	Buy	+3,789	New	+$451K	0.08%	65
2025 Q1	$215K	Hold	1,823	–	–	0.05%	94
2024 Q4	$211K	Hold	1,823	–	–	0.05%	93
2024 Q3	$218K	Hold	1,823	–	–	0.05%	91
2024 Q2	$211K	Hold	1,823	–	–	0.05%	76
2024 Q1	$211K	Hold	1,823	–	–	0.05%	78
2023 Q4	$214K	Hold	1,823	–	–	0.06%	70
2023 Q3	$206K	Hold	1,823	–	–	0.07%	69
2023 Q2	$210K	Sell	1,823 -4,007	-69%	-$469K	0.06%	69
2023 Q1	$686K	Buy	5,830 +68	+1%	+$7.9K	0.15%	59
2022 Q4	$662K	Buy	+5,762	New	+$661K	0.18%	57

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

Greenspring Advisors's IEI Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.3% in Q2 2026, selling an estimated $49.6K and leaving 12,314 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #114.

Greenspring Advisors first reported a position in IEI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Greenspring Advisors held 12,314 shares of iShares 3-7 Year Treasury Bond ETF worth $1.45M as of Q2 2026.
Greenspring Advisors sold 421 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.6K.
iShares 3-7 Year Treasury Bond ETF made up 0.08% of Greenspring Advisors's portfolio in Q2 2026, its #114 holding.
Greenspring Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Greenspring Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.51M in Q1 2026.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.