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

HCR 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 		$1.32M Buy
11,235
+90
+0.8% +$10.6K 0.12% 97
2026
Q1 		$1.32M Sell
11,145
-584
-5% -$69.7K 0.14% 94
2025
Q4 		$1.4M Sell
11,729
-685
-6% -$82K 0.14% 95
2025
Q3 		$1.48M Buy
12,414
+2,100
+20% +$250K 0.15% 83
2025
Q2 		$1.23M Buy
10,314
+200
+2% +$23.6K 0.14% 92
2025
Q1 		$1.19M Sell
10,114
-1,925
-16% -$224K 0.16% 91
2024
Q4 		$1.39M Sell
12,039
-331
-3% -$38.6K 0.17% 82
2024
Q3 		$1.48M Buy
12,370
+80
+0.7% +$9.45K 0.19% 82
2024
Q2 		$1.42M Buy
12,290
+210
+2% +$24.1K 0.2% 75
2024
Q1 		$1.4M Buy
12,080
+1,530
+15% +$178K 0.21% 72
2023
Q4 		$1.24M Buy
10,550
+7,675
+267% +$876K 0.2% 78
2023
Q3 		$325K Buy
+2,875
New +$329K 0.07% 125
2023
Q2 		– Sell
-2,225
Closed -$262K – 181
2023
Q1 		$262K Hold
2,225
– – 0.05% 147
2022
Q4 		$256K Hold
2,225
– – 0.05% 148
2022
Q3 		$254K Buy
+2,225
New +$263K 0.05% 145
2020
Q2 		– Sell
-506
Closed -$67K – 253
2020
Q1 		$67K Buy
506
+501
+10,020% +$64.6K 0.02% 167
2019
Q4 		$1K Buy
+5
New +$631 ﹤0.01% 232

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

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

HCR Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.81% in Q2 2026, buying an estimated $10.6K and bringing the position to 11,235 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #97.

HCR Wealth Advisors first reported a position in IEI in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.48M in Q3 2025. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • HCR Wealth Advisors held 11,235 shares of iShares 3-7 Year Treasury Bond ETF worth $1.32M as of Q2 2026.
  • HCR Wealth Advisors bought 90 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.12% of HCR Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • HCR Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • HCR Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.48M in Q3 2025.
  • 818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.