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

Petra Financial 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	$325K	Buy	2,770 +10	+0.4%	+$1.18K	0.15%	132
2026 Q1	$327K	Sell	2,760 -202	-7%	-$24.1K	0.2%	94
2025 Q4	$354K	Buy	2,962 +15	+0.5%	+$1.79K	0.21%	110
2025 Q3	$352K	Buy	2,947 +8	+0.3%	+$952	0.21%	111
2025 Q2	$350K	Sell	2,939 -62	-2%	-$7.31K	0.22%	108
2025 Q1	$355K	Sell	3,001 -2	-0.1%	-$233	0.29%	80
2024 Q4	$347K	Hold	3,003	–	–	0.24%	101
2024 Q3	$359K	Sell	3,003 -203	-6%	-$24K	0.24%	97
2024 Q2	$370K	Hold	3,206	–	–	0.27%	89
2024 Q1	$371K	Hold	3,206	–	–	0.27%	87
2023 Q4	$376K	Hold	3,206	–	–	0.31%	82
2023 Q3	$363K	Hold	3,206	–	–	0.3%	87
2023 Q2	$370K	Buy	+3,206	New	+$375K	0.33%	79
2023 Q1	–	Sell	-3,206	Closed	-$368K	–	86
2022 Q4	$368K	Buy	+3,206	New	+$368K	0.41%	61

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Petra Financial Advisors's IEI Position: Q2 2026 in Review

Petra Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.36% in Q2 2026, buying an estimated $1.18K and bringing the position to 2,770 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #132.

Petra Financial Advisors first reported a position in IEI in Q4 2022 and has held it in 14 quarters since. The position peaked at $376K in Q4 2023. 364 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Petra Financial Advisors held 2,770 shares of iShares 3-7 Year Treasury Bond ETF worth $325K as of Q2 2026.
Petra Financial Advisors bought 10 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.18K.
iShares 3-7 Year Treasury Bond ETF made up 0.15% of Petra Financial Advisors's portfolio in Q2 2026, its #132 holding.
Petra Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $376K in Q4 2023.
364 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.