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Prestige Wealth Management Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-625
Closed -$74.1K – 1117
2026
Q1 		$74.1K Sell
625
-375
-38% -$44.7K 0.01% 225
2025
Q4 		$119K Hold
1,000
– – 0.02% 192
2025
Q3 		$120K Buy
+1,000
New +$119K 0.02% 204

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prestige Wealth Management Group's IEI Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 625 shares — an estimated $74.1K sold.

Prestige Wealth Management Group first reported a position in IEI in Q3 2025 and held it in 3 quarters. The position peaked at $120K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 625 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.1K.
  • Prestige Wealth Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Prestige Wealth Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $120K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.