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

Lloyd 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
Q2 		$235 Sell
2
-216
-99% -$25.4K ﹤0.01% 609
2026
Q1 		$25.8K Buy
218
+216
+10,800% +$25.8K 0.01% 355
2025
Q4 		$239 Buy
+2
New +$239 ﹤0.01% 528
2024
Q4 		– Sell
-4,121
Closed -$493K – 108
2024
Q3 		$493K Sell
4,121
-38,716
-90% -$4.58M 0.24% 52
2024
Q2 		$4.95M Buy
+42,837
New +$4.91M 2.33% 10
2024
Q1 		– Sell
-39,735
Closed -$4.65M – 146
2023
Q4 		$4.65M Buy
+39,735
New +$4.53M 2.2% 11
2022
Q4 		$4.36M Buy
37,925
+787
+2% +$90.2K 3.03% 9
2022
Q3 		$4.24M Buy
37,138
+57
+0.2% +$6.75K 3.1% 8
2022
Q2 		$4.42M Buy
37,081
+347
+0.9% +$41.5K 3.45% 7
2022
Q1 		$4.48M Buy
36,734
+1,143
+3% +$143K 2.09% 10
2021
Q4 		$4.58M Buy
35,591
+404
+1% +$52.2K 2.11% 11
2021
Q3 		$4.58M Sell
35,187
-201
-0.6% -$26.4K 2.36% 9
2021
Q2 		$4.62M Sell
35,388
-4,206
-11% -$549K 2.33% 11
2021
Q1 		$5.14M Buy
39,594
+39,044
+7,099% +$5.14M 2.8% 10
2020
Q4 		$73K Sell
550
-1,868
-77% -$248K 0.04% 96
2020
Q3 		$323K Sell
2,418
-366
-13% -$48.9K 0.2% 29
2020
Q2 		$372K Buy
2,784
+2,397
+619% +$319K 0.23% 30
2020
Q1 		$52K Buy
387
+219
+130% +$28.2K 0.04% 84
2019
Q4 		$21K Buy
+168
New +$21.2K 0.02% 183

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lloyd Advisory Services's IEI Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 99% in Q2 2026, selling an estimated $25.4K and leaving 2 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Lloyd Advisory Services first reported a position in IEI in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.14M in Q1 2021. 759 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Lloyd Advisory Services held 2 shares of iShares 3-7 Year Treasury Bond ETF worth $235 as of Q2 2026.
  • Lloyd Advisory Services sold 216 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #609 holding.
  • Lloyd Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Lloyd Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $5.14M in Q1 2021.
  • 759 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.