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

Perennial 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	$206K	Buy	1,734 +52	+3%	+$6.2K	0.02%	476
2025 Q4	$201K	Sell	1,682 -445	-21%	-$53.3K	0.02%	476
2025 Q3	$254K	Sell	2,127 -4	-0.2%	-$476	0.02%	402
2025 Q2	$254K	Sell	2,131 -358	-14%	-$42.2K	0.02%	392
2025 Q1	$294K	Buy	2,489 +758	+44%	+$88.3K	0.03%	326
2024 Q4	$200K	Hold	1,731	–	–	0.02%	390
2024 Q3	$207K	Buy	+1,731	New	+$205K	0.03%	362
2024 Q1	–	Sell	-1,900	Closed	-$223K	–	371
2023 Q4	$223K	Sell	1,900 -250	-12%	-$28.5K	0.04%	296
2023 Q3	$243K	Hold	2,150	–	–	0.04%	270
2023 Q2	$248K	Sell	2,150 -107	-5%	-$12.5K	0.04%	281
2023 Q1	$266K	Buy	2,257 +122	+6%	+$14.2K	0.05%	256
2022 Q4	$245K	Buy	+2,135	New	+$245K	0.1%	173

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 $424B AUM 22.94% 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

Perennial Investment Advisors's IEI Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.1% in Q1 2026, buying an estimated $6.2K and bringing the position to 1,734 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #476.

Perennial Investment Advisors first reported a position in IEI in Q4 2022 and has held it in 12 quarters since. The position peaked at $294K in Q1 2025. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Perennial Investment Advisors held 1,734 shares of iShares 3-7 Year Treasury Bond ETF worth $206K as of Q1 2026.
Perennial Investment Advisors bought 52 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.2K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #476 holding.
Perennial Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Perennial Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $294K in Q1 2025.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.