Private Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Private Advisory 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	$4M	Buy	34,026 +3,183	+10%	+$375K	0.22%	104
2026 Q1	$3.66M	Buy	+30,843	New	+$3.68M	0.24%	93
2024 Q1	–	Sell	-3,440	Closed	-$403K	–	198
2023 Q4	$403K	Buy	+3,440	New	+$393K	0.07%	154
2023 Q3	–	Sell	-15,949	Closed	-$1.84M	–	203
2023 Q2	$1.84M	Buy	+15,949	New	+$1.87M	0.36%	66
2020 Q4	–	Sell	-5,984	Closed	-$799K	–	122
2020 Q3	$799K	Sell	5,984 -2,064	-26%	-$276K	0.32%	55
2020 Q2	$1.08M	Buy	+8,048	New	+$1.07M	0.44%	58

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

Private Advisory Group's IEI Position: Q2 2026 in Review

Private Advisory Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q2 2026, buying an estimated $375K and bringing the position to 34,026 shares worth $4M. The position accounts for 0.22% of the portfolio, ranked #104.

Private Advisory Group first reported a position in IEI in Q2 2020 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Private Advisory Group held 34,026 shares of iShares 3-7 Year Treasury Bond ETF worth $4M as of Q2 2026.
Private Advisory Group bought 3,183 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $375K.
iShares 3-7 Year Treasury Bond ETF made up 0.22% of Private Advisory Group's portfolio in Q2 2026, its #104 holding.
Private Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.