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PW Nova Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

PW Nova Financial 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
Q2 		$2.41M Buy
+20,546
New +$2.42M 0.52% 53
2026
Q1 		– Sell
-16,051
Closed -$1.91M – 47
2025
Q4 		$1.92M Buy
+16,051
New +$1.92M 0.73% 33

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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

PW Nova Financial Services's IEI Position: Q2 2026 in Review

PW Nova Financial Services opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 20,546 shares worth $2.41M. The stake represents 0.52% of the portfolio and ranks #53 among its holdings. This is a return to the name: PW Nova Financial Services previously reported a position in IEI as recently as Q4 2025.

PW Nova Financial Services first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • PW Nova Financial Services held 20,546 shares of iShares 3-7 Year Treasury Bond ETF worth $2.41M as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new PW Nova Financial Services position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.52% of PW Nova Financial Services's portfolio in Q2 2026, its #53 holding.
  • PW Nova Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.