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Independent Advisor Alliance’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-7,345
Closed -$871K – 1336
2026
Q1 		$871K Buy
+7,345
New +$876K 0.01% 895
2025
Q1 		– Sell
-5,333
Closed -$616K – 1069
2024
Q4 		$616K Buy
+5,333
New +$622K 0.01% 885

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

Independent Advisor Alliance's IEI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 7,345 shares — an estimated $871K sold.

Independent Advisor Alliance first reported a position in IEI in Q4 2024 and held it in 2 quarters. The position peaked at $871K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,345 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $871K.
  • Independent Advisor Alliance first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares 3-7 Year Treasury Bond ETF position peaked at $871K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.