Prime Capital Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Prime Capital Investment 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	$454K	Sell	3,868 -452	-10%	-$53.2K	﹤0.01%	722
2026 Q1	$512K	Sell	4,320 -184	-4%	-$21.9K	0.01%	670
2025 Q4	$538K	Buy	4,504 +819	+22%	+$98K	0.01%	632
2025 Q3	$440K	Sell	3,685 -2,129	-37%	-$253K	0.01%	682
2025 Q2	$692K	Sell	5,814 -41,514	-88%	-$4.9M	0.01%	541
2025 Q1	$5.59M	Buy	47,328 +40,653	+609%	+$4.73M	0.07%	207
2024 Q4	$771K	Sell	6,675 -2,322	-26%	-$271K	0.01%	474
2024 Q3	$1.08M	Sell	8,997 -2,288	-20%	-$270K	0.02%	429
2024 Q2	$1.3M	Sell	11,285 -18,547	-62%	-$2.13M	0.02%	387
2024 Q1	$3.45M	Buy	29,832 +24,912	+506%	+$2.89M	0.05%	252
2023 Q4	$576K	Sell	4,920 -218	-4%	-$24.9K	0.01%	545
2023 Q3	$581K	Sell	5,138 -2,169	-30%	-$248K	0.01%	439
2023 Q2	$842K	Buy	7,307 +3,973	+119%	+$465K	0.02%	388
2023 Q1	$392K	Sell	3,334 -1,256	-27%	-$146K	0.02%	383
2022 Q4	$527K	Sell	4,590 -747	-14%	-$85.7K	0.02%	327
2022 Q3	$610K	Sell	5,337 -5,604	-51%	-$663K	0.04%	216
2022 Q2	$1.31M	Buy	10,941 +7,388	+208%	+$883K	0.08%	160
2022 Q1	$457K	Hold	3,553	–	–	0.03%	245
2021 Q4	$457K	Buy	+3,553	New	+$459K	0.02%	245
2021 Q2	–	Sell	-1	Closed	–	–	454
2021 Q1	$0	Sell	1 -709	-100%	-$93.3K	﹤0.01%	476
2020 Q4	$94K	Sell	710 -15,898	-96%	-$2.11M	0.01%	281
2020 Q3	$2.22M	Buy	16,608 +5,878	+55%	+$786K	0.19%	99
2020 Q2	$1.43M	Buy	10,730 +9,344	+674%	+$1.25M	0.13%	122
2020 Q1	$185K	Buy	1,386 +861	+164%	+$111K	0.02%	198
2019 Q4	$66K	Buy	525 +439	+510%	+$55.4K	0.01%	286
2019 Q3	$11K	Buy	+86	New	+$10.9K	﹤0.01%	501
2019 Q1	–	Sell	-50	Closed	-$6K	–	371
2018 Q4	$6K	Buy	+50	New	+$5.96K	﹤0.01%	303

Other funds holding IEI

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWM

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

Prime Capital Investment Advisors's IEI Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q2 2026, selling an estimated $53.2K and leaving 3,868 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Prime Capital Investment Advisors first reported a position in IEI in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.59M in Q1 2025. 662 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Prime Capital Investment Advisors held 3,868 shares of iShares 3-7 Year Treasury Bond ETF worth $454K as of Q2 2026.
Prime Capital Investment Advisors sold 452 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.2K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #722 holding.
Prime Capital Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 27 quarters since.
Prime Capital Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5.59M in Q1 2025.
662 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.