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Pacific Excel Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pacific Excel Wealth 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 		– Sell
-3,699
Closed -$439K – 280
2026
Q1 		$439K Buy
+3,699
New +$441K 0.46% 75

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Invesco
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AssetMark Inc
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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

Pacific Excel Wealth Advisors's IEI Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 3,699 shares — an estimated $439K sold.

Pacific Excel Wealth Advisors first reported a position in IEI in Q1 2026 and held it in 1 quarter. The position peaked at $439K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 3,699 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $439K.
  • Pacific Excel Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $439K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.