International Private Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

International Private Wealth 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	$3.7M	Sell	31,467 -10,841	-26%	-$1.28M	1.9%	15
2026 Q1	$5.02M	Sell	42,308 -11,884	-22%	-$1.42M	3.07%	5
2025 Q4	$6.47M	Buy	54,192 +24,612	+83%	+$2.95M	4.07%	3
2025 Q3	$3.54M	Buy	29,580 +19,878	+205%	+$2.36M	2.22%	10
2025 Q2	$1.16M	Buy	9,702 +2,207	+29%	+$260K	0.99%	26
2025 Q1	$885K	Buy	7,495 +400	+6%	+$46.6K	0.85%	31
2024 Q4	$820K	Buy	+7,095	New	+$828K	0.82%	29

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

International Private Wealth Advisors's IEI Position: Q2 2026 in Review

International Private Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 26% in Q2 2026, selling an estimated $1.28M and leaving 31,467 shares worth $3.7M. The position accounts for 1.9% of the portfolio, ranked #15.

International Private Wealth Advisors first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.47M in Q4 2025. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

International Private Wealth Advisors held 31,467 shares of iShares 3-7 Year Treasury Bond ETF worth $3.7M as of Q2 2026.
International Private Wealth Advisors sold 10,841 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.28M.
iShares 3-7 Year Treasury Bond ETF made up 1.9% of International Private Wealth Advisors's portfolio in Q2 2026, its #15 holding.
International Private Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
International Private Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $6.47M in Q4 2025.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.