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

OneDigital 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
Q2 		$51.3M Buy
436,836
+79,626
+22% +$9.37M 0.43% 46
2026
Q1 		$42.4M Buy
357,210
+70,593
+25% +$8.42M 0.41% 49
2025
Q4 		$34.2M Sell
286,617
-5,912
-2% -$708K 0.34% 59
2025
Q3 		$35M Buy
292,529
+812
+0.3% +$96.6K 0.36% 54
2025
Q2 		$34.7M Buy
291,717
+4,793
+2% +$565K 0.39% 52
2025
Q1 		$33.9M Buy
286,924
+5,370
+2% +$625K 0.4% 50
2024
Q4 		$32.5M Buy
281,554
+31,402
+13% +$3.67M 0.38% 52
2024
Q3 		$29.9M Buy
250,152
+221,381
+769% +$26.2M 0.34% 57
2024
Q2 		$3.32M Sell
28,771
-1,247
-4% -$143K 0.04% 303
2024
Q1 		$3.48M Sell
30,018
-1,764
-6% -$205K 0.05% 236
2023
Q4 		$3.72M Buy
31,782
+1,331
+4% +$152K 0.07% 220
2023
Q3 		$3.45M Buy
30,451
+16,524
+119% +$1.89M 0.07% 196
2023
Q2 		$1.61M Buy
13,927
+10,402
+295% +$1.22M 0.04% 316
2023
Q1 		$415K Buy
3,525
+754
+27% +$87.6K 0.01% 682
2022
Q4 		$318K Sell
2,771
-1,780
-39% -$204K 0.01% 653
2022
Q3 		$520K Buy
4,551
+2,682
+143% +$317K 0.02% 445
2022
Q2 		$223K Sell
1,869
-32
-2% -$3.83K 0.01% 633
2022
Q1 		$232K Buy
1,901
+242
+15% +$30.4K 0.01% 669
2021
Q4 		$213K Sell
1,659
-250
-13% -$32.3K 0.01% 708
2021
Q3 		$248K Buy
1,909
+124
+7% +$16.3K 0.01% 619
2021
Q2 		$233K Sell
1,785
-215
-11% -$28.1K 0.01% 628
2021
Q1 		$260K Sell
2,000
-131
-6% -$17.2K 0.01% 545
2020
Q4 		$283K Buy
2,131
+323
+18% +$42.9K 0.01% 506
2020
Q3 		$242K Buy
1,808
+169
+10% +$22.6K 0.02% 501
2020
Q2 		$219K Buy
1,639
+16
+1% +$2.13K 0.02% 522
2020
Q1 		$216K Buy
+1,623
New +$209K 0.02% 461
2018
Q4 		– Sell
-99
Closed -$12K – 1185
2018
Q3 		$12K Buy
+99
New +$11.8K ﹤0.01% 788
2018
Q1 		– Sell
-2,333
Closed -$285K – 1348
2017
Q4 		$285K Buy
2,333
+2,328
+46,560% +$286K 0.03% 186
2017
Q3 		$1K Buy
+5
New +$620 ﹤0.01% 1004

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 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

OneDigital Investment Advisors's IEI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 22% in Q2 2026, buying an estimated $9.37M and bringing the position to 436,836 shares worth $51.3M. The position accounts for 0.43% of the portfolio, ranked #46.

OneDigital Investment Advisors first reported a position in IEI in Q3 2017 and has held it in 29 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • OneDigital Investment Advisors held 436,836 shares of iShares 3-7 Year Treasury Bond ETF worth $51.3M as of Q2 2026.
  • OneDigital Investment Advisors bought 79,626 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.37M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.43% of OneDigital Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • OneDigital Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2017 and has held it in 29 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.