Lido Advisors
IEI icon

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
Q2 		$12.1M Sell
103,271
-14,658
-12% -$1.73M 0.03% 313
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 $1.81T 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 22.96% 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

Lido Advisors's IEI Position: Q2 2026 in Review

Lido Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, selling an estimated $1.73M and leaving 103,271 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #313.

Lido Advisors first reported a position in IEI in Q4 2019 and has held it in 27 quarters since. The position peaked at $37M in Q4 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Lido Advisors held 103,271 shares of iShares 3-7 Year Treasury Bond ETF worth $12.1M as of Q2 2026.
  • Lido Advisors sold 14,658 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.73M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #313 holding.
  • Lido Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Lido Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $37M in Q4 2024.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.