Pioneer Family Office’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pioneer Family Office’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	$40.8K	Buy	+347	New	+$40.9K	0.02%	85
2026 Q1	–	Sell	-379	Closed	-$45.2K	–	73
2025 Q4	$45.2K	Buy	+379	New	+$45.4K	0.03%	80

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pioneer Family Office's IEI Position: Q2 2026 in Review

Pioneer Family Office opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 347 shares worth $40.8K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings. This is a return to the name: Pioneer Family Office previously reported a position in IEI as recently as Q4 2025.

Pioneer Family Office first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $45.2K in Q4 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Pioneer Family Office held 347 shares of iShares 3-7 Year Treasury Bond ETF worth $40.8K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Pioneer Family Office position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Pioneer Family Office's portfolio in Q2 2026, its #85 holding.
Pioneer Family Office first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
Pioneer Family Office's iShares 3-7 Year Treasury Bond ETF position peaked at $45.2K in Q4 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.