Lido Advisors
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Lido Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lido 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
Q1 		$14M Sell
117,929
-31,496
-21% -$3.76M 0.04% 263
2025
Q4 		$17.8M Sell
149,425
-11,240
-7% -$1.35M 0.05% 229
2025
Q3 		$19.2M Sell
160,665
-17,941
-10% -$2.13M 0.06% 199
2025
Q2 		$21.3M Sell
178,606
-58,915
-25% -$6.95M 0.08% 145
2025
Q1 		$28.1M Sell
237,521
-82,573
-26% -$9.62M 0.13% 101
2024
Q4 		$37M Buy
320,094
+307,602
+2,462% +$35.9M 0.17% 77
2024
Q3 		$1.49M Sell
12,492
-4,039
-24% -$477K 0.01% 560
2024
Q2 		$1.91M Buy
16,531
+4,482
+37% +$514K 0.01% 463
2024
Q1 		$1.4M Buy
12,049
+3,048
+34% +$354K 0.01% 537
2023
Q4 		$1.05M Sell
9,001
-7,183
-44% -$820K 0.01% 598
2023
Q3 		$1.83M Sell
16,184
-6,716
-29% -$768K 0.01% 402
2023
Q2 		$2.64M Sell
22,900
-4,112
-15% -$482K 0.02% 322
2023
Q1 		$0 Buy
27,012
+23,561
+683% +$2.74M ﹤0.01% 1197
2022
Q4 		$397K Sell
3,451
-205
-6% -$23.5K ﹤0.01% 691
2022
Q3 		$417K Sell
3,656
-30,834
-89% -$3.65M 0.01% 610
2022
Q2 		$4.12M Sell
34,490
-571
-2% -$68.2K 0.05% 145
2022
Q1 		$4.28M Buy
35,061
+33,286
+1,875% +$4.18M 0.05% 160
2021
Q4 		$228K Sell
1,775
-76
-4% -$9.81K ﹤0.01% 918
2021
Q3 		$240K Sell
1,851
-83
-4% -$10.9K ﹤0.01% 826
2021
Q2 		$252K Sell
1,934
-211
-10% -$27.5K ﹤0.01% 783
2021
Q1 		$279K Buy
2,145
+65
+3% +$8.55K ﹤0.01% 690
2020
Q4 		$276K Buy
2,080
+40
+2% +$5.32K 0.01% 651
2020
Q3 		$273K Sell
2,040
-40
-2% -$5.34K 0.01% 515
2020
Q2 		$278K Buy
2,080
+526
+34% +$70.1K 0.01% 467
2020
Q1 		$207K Sell
1,554
-558
-26% -$71.9K 0.01% 513
2019
Q4 		$266K Buy
+2,112
New +$267K 0.01% 543

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's IEI Position: Q1 2026 in Review

Lido Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 21% in Q1 2026, selling an estimated $3.76M and leaving 117,929 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #263.

Lido Advisors first reported a position in IEI in Q4 2019 and has held it in 26 quarters since. The position peaked at $37M in Q4 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Lido Advisors held 117,929 shares of iShares 3-7 Year Treasury Bond ETF worth $14M as of Q1 2026.
  • Lido Advisors sold 31,496 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.76M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #263 holding.
  • Lido Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Lido Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $37M in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.