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

Mount Yale 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 		$719K Buy
+6,063
New +$723K 0.02% 600
2025
Q3 		– Sell
-13
Closed -$1.49K – 1100
2025
Q2 		$1.49K Buy
+13
New +$1.53K ﹤0.01% 1364

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 $424B AUM 22.96% 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 $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

Mount Yale Investment Advisors's IEI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 6,063 shares worth $719K. The stake represents 0.02% of the portfolio and ranks #600 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IEI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IEI in Q2 2025 and has held it in 2 quarters since. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Mount Yale Investment Advisors held 6,063 shares of iShares 3-7 Year Treasury Bond ETF worth $719K as of Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #600 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.