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

Kestra Private Wealth 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
Q2 		$9.57M Sell
81,484
-280
-0.3% -$33K 0.11% 211
2026
Q1 		$9.7M Buy
81,764
+1,995
+3% +$238K 0.12% 189
2025
Q4 		$9.52M Sell
79,769
-677
-0.8% -$81K 0.12% 189
2025
Q3 		$9.61M Sell
80,446
-8,087
-9% -$962K 0.13% 184
2025
Q2 		$10.5M Buy
88,533
+13,928
+19% +$1.64M 0.15% 155
2025
Q1 		$8.81M Buy
74,605
+20,964
+39% +$2.44M 0.15% 164
2024
Q4 		$6.2M Buy
53,641
+7,678
+17% +$896K 0.11% 207
2024
Q3 		$5.5M Buy
45,963
+4,803
+12% +$568K 0.1% 218
2024
Q2 		$4.75M Buy
41,160
+1,273
+3% +$146K 0.1% 226
2024
Q1 		$4.62M Buy
39,887
+850
+2% +$98.6K 0.1% 212
2023
Q4 		$4.57M Buy
39,037
+13,297
+52% +$1.52M 0.12% 202
2023
Q3 		$2.91M Buy
25,740
+13,132
+104% +$1.5M 0.09% 241
2023
Q2 		$1.45M Buy
12,608
+10,578
+521% +$1.24M 0.05% 356
2023
Q1 		$239K Buy
+2,030
New +$236K 0.01% 852

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kestra Private Wealth Services's IEI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.34% in Q2 2026, selling an estimated $33K and leaving 81,484 shares worth $9.57M. The position accounts for 0.11% of the portfolio, ranked #211.

Kestra Private Wealth Services first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.5M in Q2 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Kestra Private Wealth Services held 81,484 shares of iShares 3-7 Year Treasury Bond ETF worth $9.57M as of Q2 2026.
  • Kestra Private Wealth Services sold 280 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $33K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.11% of Kestra Private Wealth Services's portfolio in Q2 2026, its #211 holding.
  • Kestra Private Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's iShares 3-7 Year Treasury Bond ETF position peaked at $10.5M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.