PKS Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

PKS Advisory Services’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 Q3	$1.46M	Hold	12,431	–	–	0.23%	90
2026 Q2	$1.46M	Buy	12,431 +1,756	+16%	+$207K	0.23%	91
2026 Q1	$1.27M	Buy	10,675 +1,001	+10%	+$119K	0.29%	69
2025 Q4	$1.15M	Buy	+9,674	New	+$1.16M	0.26%	76
2025 Q3	–	Sell	-8,641	Closed	-$1.03M	–	261
2025 Q2	$1.03M	Sell	8,641 -53	-0.6%	-$6.25K	0.25%	81
2025 Q1	$1.03M	Buy	8,694 +6,954	+400%	+$810K	0.28%	72
2024 Q4	$201K	Buy	+1,740	New	+$203K	0.05%	232

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

PKS Advisory Services's IEI Position: Q3 2026 in Review

PKS Advisory Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 12,431 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #90.

PKS Advisory Services first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

PKS Advisory Services held 12,431 shares of iShares 3-7 Year Treasury Bond ETF worth $1.46M as of Q3 2026.
PKS Advisory Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.23% of PKS Advisory Services's portfolio in Q3 2026, its #90 holding.
PKS Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.