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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

PKS Advisory Services's IEI Position: Q1 2026 in Review

PKS Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q1 2026, buying an estimated $119K and bringing the position to 10,675 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #69.

PKS Advisory Services first reported a position in IEI in Q4 2024 and has held it in 5 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • PKS Advisory Services held 10,675 shares of iShares 3-7 Year Treasury Bond ETF worth $1.27M as of Q1 2026.
  • PKS Advisory Services bought 1,001 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $119K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.29% of PKS Advisory Services's portfolio in Q1 2026, its #69 holding.
  • PKS Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.