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

Kestra Advisory Services’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 Q3	$5.51M	Buy	48,569 +10,793	+29%	+$1.25M	0.02%	857
2026 Q2	$4.44M	Sell	37,776 -4,998	-12%	-$588K	0.01%	909
2026 Q1	$5.07M	Sell	42,774 -5,303	-11%	-$633K	0.02%	783
2025 Q4	$5.74M	Sell	48,077 -4,491	-9%	-$537K	0.02%	652
2025 Q3	$6.28M	Sell	52,568 -623	-1%	-$74.1K	0.03%	569
2025 Q2	$6.33M	Sell	53,191 -10,160	-16%	-$1.2M	0.03%	536
2025 Q1	$7.48M	Buy	63,351 +8,722	+16%	+$1.02M	0.04%	431
2024 Q4	$6.31M	Buy	54,629 +3,743	+7%	+$437K	0.03%	498
2024 Q3	$6.09M	Sell	50,886 -2,812	-5%	-$332K	0.03%	531
2024 Q2	$5.3M	Buy	53,698 +2,997	+6%	+$344K	0.03%	572
2024 Q1	$5.87M	Buy	50,701 +3,169	+7%	+$368K	0.04%	473
2023 Q4	$5.57M	Sell	47,532 -5,841	-11%	-$667K	0.05%	417
2023 Q3	$6.04M	Sell	53,373 -4,318	-7%	-$494K	0.06%	337
2023 Q2	$6.65M	Buy	57,691 +265	+0.5%	+$31K	0.07%	302
2023 Q1	$6.76M	Sell	57,426 -60,582	-51%	-$7.04M	0.07%	282
2022 Q4	$13.6M	Buy	118,008 +42,464	+56%	+$4.87M	0.12%	203
2022 Q3	$8.63M	Sell	75,544 -6,762	-8%	-$800K	0.09%	242
2022 Q2	$9.8M	Sell	82,306 -18,510	-18%	-$2.21M	0.1%	215
2022 Q1	$12.3M	Buy	100,816 +50,692	+101%	+$6.36M	0.13%	179
2021 Q4	$6.45M	Sell	50,124 -7,611	-13%	-$983K	0.07%	306
2021 Q3	$7.52M	Buy	57,735 +3,985	+7%	+$523K	0.08%	292
2021 Q2	$7.02M	Sell	53,750 -8,333	-13%	-$1.09M	0.08%	278
2021 Q1	$8.06M	Sell	62,083 -3,698	-6%	-$486K	0.1%	231
2020 Q4	$8.74M	Buy	65,781 +16,558	+34%	+$2.2M	0.1%	223
2020 Q3	$6.6M	Buy	+49,223	New	+$6.58M	0.12%	199

Other funds holding IEI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Kestra Advisory Services's IEI Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 29% in Q3 2026, buying an estimated $1.25M and bringing the position to 48,569 shares worth $5.51M. The position accounts for 0.02% of the portfolio, ranked #857.

Kestra Advisory Services first reported a position in IEI in Q3 2020 and has held it in 25 quarters since. The position peaked at $13.6M in Q4 2022. 729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Kestra Advisory Services held 48,569 shares of iShares 3-7 Year Treasury Bond ETF worth $5.51M as of Q3 2026.
Kestra Advisory Services bought 10,793 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.25M.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #857 holding.
Kestra Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $13.6M in Q4 2022.
729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.