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J.W. Cole Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

J.W. Cole 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 		$3.24M Buy
+27,591
New +$3.25M 0.06% 348
2026
Q1 		– Sell
-38,085
Closed -$3.24M – 1087
2025
Q4 		$3.24M Buy
38,085
+1,581
+4% +$189K 0.08% 252
2025
Q3 		$4.36M Buy
36,504
+2,035
+6% +$242K 0.08% 236
2025
Q2 		$4.1M Buy
34,469
+9,901
+40% +$1.17M 0.09% 227
2025
Q1 		$2.9M Buy
24,568
+3,765
+18% +$438K 0.09% 232
2024
Q4 		$2.4M Sell
20,803
-10,445
-33% -$1.22M 0.1% 209
2024
Q3 		$3.74M Buy
31,248
+18,160
+139% +$2.15M 0.16% 136
2024
Q2 		$1.51M Sell
13,088
-14,622
-53% -$1.68M 0.07% 267
2024
Q1 		$3.21M Sell
27,710
-45,135
-62% -$5.24M 0.16% 140
2023
Q4 		$8.53M Buy
72,845
+61,926
+567% +$7.07M 0.5% 38
2023
Q3 		$1.24M Sell
10,919
-377
-3% -$43.1K 0.09% 223
2023
Q2 		$1.3M Sell
11,296
-1,283
-10% -$150K 0.09% 226
2023
Q1 		$1.48M Buy
12,579
+1,117
+10% +$130K 0.11% 221
2022
Q4 		$1.32M Buy
11,462
+163
+1% +$18.7K 0.1% 221
2022
Q3 		$1.29M Buy
11,299
+1,032
+10% +$122K 0.11% 214
2022
Q2 		$1.23M Buy
10,267
+361
+4% +$43.1K 0.1% 231
2022
Q1 		$1.21M Sell
9,906
-781
-7% -$98K 0.08% 254
2021
Q4 		$1.38M Buy
+10,687
New +$1.38M 0.09% 236
2021
Q3 		– Sell
-11,161
Closed -$1.46M – 579
2021
Q2 		$1.46M Sell
11,161
-5,207
-32% -$680K 0.11% 207
2021
Q1 		$2.13M Buy
16,368
+5,916
+57% +$778K 0.2% 122
2020
Q4 		$1.39M Sell
10,452
-2,046
-16% -$272K 0.14% 172
2020
Q3 		$1.67M Sell
12,498
-4,463
-26% -$596K 0.13% 175
2020
Q2 		$2.27M Buy
16,961
+15,126
+824% +$2.02M 0.34% 84
2020
Q1 		$245K Sell
1,835
-11,187
-86% -$1.44M 0.47% 65
2019
Q4 		$1.64M Buy
+13,022
New +$1.64M 0.21% 129

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

J.W. Cole Advisors's IEI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 27,591 shares worth $3.24M. The stake represents 0.06% of the portfolio and ranks #348 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IEI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IEI in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.53M in Q4 2023. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • J.W. Cole Advisors held 27,591 shares of iShares 3-7 Year Treasury Bond ETF worth $3.24M as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #348 holding.
  • J.W. Cole Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $8.53M in Q4 2023.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.