Moneta Group Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Moneta Group Investment 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	–	Sell	-3,917	Closed	-$467K	–	832
2025 Q4	$467K	Buy	3,917 +30	+0.8%	+$3.59K	﹤0.01%	515
2025 Q3	$465K	Hold	3,887	–	–	﹤0.01%	515
2025 Q2	$463K	Sell	3,887 -120	-3%	-$14.2K	0.01%	452
2025 Q1	$473K	Buy	4,007 +543	+16%	+$63.2K	0.01%	428
2024 Q4	$400K	Buy	+3,464	New	+$404K	0.01%	469

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's IEI Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 3,917 shares — an estimated $467K sold.

Moneta Group Investment Advisors first reported a position in IEI in Q4 2024 and held it in 5 quarters. The position peaked at $473K in Q1 2025. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Moneta Group Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,917 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $467K.
Moneta Group Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Moneta Group Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $473K in Q1 2025.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.