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

Independence Financial 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	$20.7M	Buy	175,850 +12,552	+8%	+$1.48M	5.36%	5
2026 Q1	$19.4M	Buy	163,298 +3,786	+2%	+$452K	5.81%	4
2025 Q4	$19M	Buy	159,512 +6,599	+4%	+$790K	5.23%	5
2025 Q3	$18.3M	Buy	152,913 +55,867	+58%	+$6.65M	5.57%	5
2025 Q2	$11.6M	Buy	97,046 +3,139	+3%	+$370K	4.49%	8
2025 Q1	$11.1M	Buy	+93,907	New	+$10.9M	4.22%	8

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

Independence Financial Advisors's IEI Position: Q2 2026 in Review

Independence Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.7% in Q2 2026, buying an estimated $1.48M and bringing the position to 175,850 shares worth $20.7M. The position accounts for 5.36% of the portfolio, ranked #5.

Independence Financial Advisors first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Independence Financial Advisors held 175,850 shares of iShares 3-7 Year Treasury Bond ETF worth $20.7M as of Q2 2026.
Independence Financial Advisors bought 12,552 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.48M.
iShares 3-7 Year Treasury Bond ETF made up 5.36% of Independence Financial Advisors's portfolio in Q2 2026, its #5 holding.
Independence Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.