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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.77M Buy
14,900
+6,643
+80% +$792K 0.06% 309
2025
Q4
$986K Buy
8,257
+385
+5% +$46.1K 0.03% 410
2025
Q3
$941K Buy
7,872
+61
+0.8% +$7.26K 0.03% 424
2025
Q2
$930K Sell
7,811
-582
-7% -$68.7K 0.03% 399
2025
Q1
$992K Buy
+8,393
New +$977K 0.04% 346
2024
Q4
Sell
-3,614
Closed -$422K 775
2024
Q3
$422K Sell
3,614
-235
-6% -$27.8K 0.02% 547
2024
Q2
$445K Buy
3,849
+1,093
+40% +$125K 0.02% 515
2024
Q1
$323K Hold
2,756
0.02% 588
2023
Q4
$323K Buy
2,756
+805
+41% +$91.9K 0.02% 587
2023
Q3
$221K Sell
1,951
-396
-17% -$45.3K 0.01% 660
2023
Q2
$270K Sell
2,347
-24,249
-91% -$2.84M 0.02% 647
2023
Q1
$3.13M Sell
26,596
-2,083
-7% -$242K 0.21% 121
2022
Q4
$3.29M Buy
+28,679
New +$3.29M 0.24% 96
2020
Q3
Sell
-1,560
Closed -$206K 565
2020
Q2
$206K Buy
+1,560
New +$208K 0.02% 529

Other funds holding IEI

Level Four Advisory Services's IEI Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 80% in Q1 2026, buying an estimated $792K and bringing the position to 14,900 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #309.

Level Four Advisory Services first reported a position in IEI in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.29M in Q4 2022. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Level Four Advisory Services held 14,900 shares of iShares 3-7 Year Treasury Bond ETF worth $1.77M as of Q1 2026.
  • Level Four Advisory Services bought 6,643 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $792K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Level Four Advisory Services's portfolio in Q1 2026, its #309 holding.
  • Level Four Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 14 quarters since.
  • Level Four Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $3.29M in Q4 2022.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.