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

Maxele 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	$402K	Buy	+3,427	New	+$403K	0.28%	72
2025 Q4	$442K	Hold	3,704	–	–	0.36%	61
2025 Q3	$443K	Hold	3,704	–	–	0.38%	58
2025 Q2	$441K	Sell	3,704 -25	-0.7%	-$2.95K	0.38%	59
2025 Q1	$440K	Sell	3,729 -110	-3%	-$12.8K	0.43%	56
2024 Q4	$444K	Buy	+3,839	New	+$448K	0.42%	54
2022 Q3	$570K	Sell	4,985 -35	-0.7%	-$4.14K	0.96%	35
2022 Q2	$599K	Sell	5,020 -930	-16%	-$111K	0.94%	34
2022 Q1	$726K	Sell	5,950 -1,155	-16%	-$145K	0.9%	35
2021 Q4	$914K	Buy	+7,105	New	+$917K	1.06%	31

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Maxele Advisors's IEI Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 3,427 shares worth $402K. The stake represents 0.28% of the portfolio and ranks #72 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IEI as recently as Q4 2025.

Maxele Advisors first reported a position in IEI in Q4 2021 and has held it in 10 quarters since. The position peaked at $914K in Q4 2021. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Maxele Advisors held 3,427 shares of iShares 3-7 Year Treasury Bond ETF worth $402K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Maxele Advisors position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.28% of Maxele Advisors's portfolio in Q2 2026, its #72 holding.
Maxele Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $914K in Q4 2021.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.