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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$822K Buy
6,995
+789
+13% +$92.9K 0.03% 352
2026
Q1
$736K Buy
6,206
+223
+4% +$26.6K 0.05% 271
2025
Q4
$714K Buy
5,983
+1,783
+42% +$213K 0.05% 276
2025
Q3
$502K Buy
4,200
+453
+12% +$53.9K 0.04% 364
2025
Q2
$446K Buy
3,747
+1,654
+79% +$195K 0.04% 366
2025
Q1
$247K Buy
2,093
+118
+6% +$13.7K 0.03% 466
2024
Q4
$228K Buy
1,975
+237
+14% +$27.7K 0.02% 493
2024
Q3
$208K Sell
1,738
-60
-3% -$7.09K 0.02% 546
2024
Q2
$214K Buy
+1,798
New +$206K 0.02% 489

Other funds holding IEI

Insigneo Advisory Services's IEI Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q2 2026, buying an estimated $92.9K and bringing the position to 6,995 shares worth $822K. The position accounts for 0.03% of the portfolio, ranked #352.

Insigneo Advisory Services first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Insigneo Advisory Services held 6,995 shares of iShares 3-7 Year Treasury Bond ETF worth $822K as of Q2 2026.
  • Insigneo Advisory Services bought 789 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $92.9K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #352 holding.
  • Insigneo Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.