Integrated Advisors Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Integrated Advisors Network’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	-3,225	Closed	-$385K	–	733
2025 Q4	$385K	Buy	+3,225	New	+$386K	0.02%	531
2022 Q4	–	Sell	-4,290	Closed	-$490K	–	656
2022 Q3	$490K	Buy	4,290 +481	+13%	+$56.9K	0.03%	399
2022 Q2	$455K	Buy	+3,809	New	+$455K	0.03%	444
2021 Q4	–	Sell	-4,493	Closed	-$585K	–	638
2021 Q3	$585K	Buy	4,493 +415	+10%	+$54.4K	0.04%	371
2021 Q2	$532K	Sell	4,078 -220	-5%	-$28.7K	0.04%	351
2021 Q1	$558K	Sell	4,298 -2,791	-39%	-$367K	0.05%	314
2020 Q4	$943K	Sell	7,089 -3,163	-31%	-$421K	0.1%	203
2020 Q3	$1.37M	Sell	10,252 -1,205	-11%	-$161K	0.17%	141
2020 Q2	$1.53M	Buy	11,457 +3,935	+52%	+$524K	0.18%	151
2020 Q1	$1M	Buy	7,522 +695	+10%	+$89.6K	0.2%	130
2019 Q4	$858K	Buy	+6,827	New	+$862K	0.12%	189

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

Integrated Advisors Network's IEI Position: Q1 2026 in Review

Integrated Advisors Network sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 3,225 shares — an estimated $385K sold.

Integrated Advisors Network first reported a position in IEI in Q4 2019 and held it in 11 quarters. The position peaked at $1.53M in Q2 2020. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Integrated Advisors Network reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 3,225 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $385K.
Integrated Advisors Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Integrated Advisors Network's iShares 3-7 Year Treasury Bond ETF position peaked at $1.53M in Q2 2020.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.