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

Mutual 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	-5,763	Closed	-$688K	–	1364
2025 Q4	$688K	Sell	5,763 -93	-2%	-$11.1K	0.01%	721
2025 Q3	$703K	Buy	5,856 +6	+0.1%	+$714	0.02%	702
2025 Q2	$692K	Buy	5,850 +699	+14%	+$82.5K	0.02%	645
2025 Q1	$610K	Buy	+5,151	New	+$600K	0.02%	631
2024 Q3	–	Sell	-5,749	Closed	-$672K	–	1137
2024 Q2	$672K	Buy	5,749 +162	+3%	+$18.6K	0.02%	607
2024 Q1	$647K	Sell	5,587 -586	-9%	-$68K	0.02%	609
2023 Q4	$723K	Buy	6,173 +1,170	+23%	+$134K	0.03%	545
2023 Q3	$566K	Sell	5,003 -251	-5%	-$28.7K	0.02%	586
2023 Q2	$606K	Buy	5,254 +59	+1%	+$6.91K	0.02%	578
2023 Q1	$611K	Sell	5,195 -1,820	-26%	-$212K	0.03%	565
2022 Q4	$806K	Sell	7,015 -6	-0.1%	-$688	0.04%	472
2022 Q3	$802K	Sell	7,021 -826	-11%	-$97.8K	0.04%	431
2022 Q2	$936K	Sell	7,847 -739	-9%	-$88.3K	0.06%	356
2022 Q1	$1.05M	Sell	8,586 -1,113	-11%	-$140K	0.06%	364
2021 Q4	$1.25M	Sell	9,699 -2,426	-20%	-$313K	0.07%	333
2021 Q3	$1.58M	Buy	12,125 +294	+2%	+$38.6K	0.09%	260
2021 Q2	$1.54M	Sell	11,831 -7,857	-40%	-$1.03M	0.09%	271
2021 Q1	$2.56M	Buy	19,688 +8,912	+83%	+$1.17M	0.17%	146
2020 Q4	$1.43M	Sell	10,776 -6,009	-36%	-$799K	0.11%	228
2020 Q3	$2.24M	Buy	+16,785	New	+$2.24M	0.19%	123
2020 Q2	–	Sell	-2,178	Closed	-$290K	–	662
2020 Q1	$290K	Buy	2,178 +99	+5%	+$12.8K	0.04%	400
2019 Q4	$261K	Buy	2,079 +342	+20%	+$43.2K	0.03%	498
2019 Q3	$220K	Sell	1,737 -13	-0.7%	-$1.64K	0.03%	483
2019 Q2	$220K	Buy	+1,750	New	+$216K	0.03%	504

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 $49B AUM 17.78% 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

Mutual Advisors's IEI Position: Q1 2026 in Review

Mutual Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 5,763 shares — an estimated $688K sold.

Mutual Advisors first reported a position in IEI in Q2 2019 and held it in 24 quarters. The position peaked at $2.56M in Q1 2021. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Mutual Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 5,763 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $688K.
Mutual Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 24 quarters.
Mutual Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.56M in Q1 2021.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.