IFG Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

IFG Advisory’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	–	Sell	-2,821	Closed	-$337K	–	595
2025 Q4	$337K	Sell	2,821 -7,209	-72%	-$863K	0.01%	607
2025 Q3	$1.2M	Buy	10,030 +2,100	+26%	+$250K	0.05%	325
2025 Q2	$944K	Buy	7,930 +319	+4%	+$37.6K	0.05%	355
2025 Q1	$899K	Buy	7,611 +32	+0.4%	+$3.73K	0.05%	340
2024 Q4	$876K	Buy	+7,579	New	+$885K	0.05%	321
2024 Q3	–	Sell	-7,240	Closed	-$836K	–	489
2024 Q2	$836K	Buy	+7,240	New	+$830K	0.05%	312
2024 Q1	–	Sell	-6,386	Closed	-$748K	–	461
2023 Q4	$748K	Buy	+6,386	New	+$729K	0.05%	298
2023 Q1	–	Sell	-2,543	Closed	-$292K	–	515
2022 Q4	$292K	Sell	2,543 -4,093	-62%	-$469K	0.03%	405
2022 Q3	$758K	Buy	6,636 +1,816	+38%	+$215K	0.07%	251
2022 Q2	$575K	Buy	4,820 +207	+4%	+$24.7K	0.06%	270
2022 Q1	$563K	Buy	+4,613	New	+$579K	0.06%	287

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

IFG Advisory's IEI Position: Q1 2026 in Review

IFG Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 2,821 shares — an estimated $337K sold.

IFG Advisory first reported a position in IEI in Q1 2022 and held it in 11 quarters. The position peaked at $1.2M in Q3 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

IFG Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 2,821 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $337K.
IFG Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 11 quarters.
IFG Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $1.2M in Q3 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.