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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
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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Envestnet Asset Management
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PW Nova Financial Services's IEI Position: Q1 2026 in Review

PW Nova Financial Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 16,051 shares — an estimated $1.91M sold.

PW Nova Financial Services first reported a position in IEI in Q4 2025 and held it in 1 quarter. The position peaked at $1.92M in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • PW Nova Financial Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PW Nova Financial Services sold 16,051 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.91M.
  • PW Nova Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • PW Nova Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $1.92M in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.