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

Realta 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 		– Sell
-96
Closed -$11.4K – 393
2026
Q1 		$11.4K Hold
96
– – ﹤0.01% 294
2025
Q4 		$11.5K Hold
96
– – ﹤0.01% 286
2025
Q3 		$11.5K Buy
+96
New +$11.4K ﹤0.01% 278
2025
Q1 		– Sell
-1
Closed -$115 – 339
2024
Q4 		$115 Sell
1
-3
-75% -$350 ﹤0.01% 337
2024
Q3 		$471 Sell
4
-139
-97% -$16.4K ﹤0.01% 352
2024
Q2 		$16.5K Hold
143
– – ﹤0.01% 636
2024
Q1 		$16.6K Buy
+143
New +$16.6K ﹤0.01% 657
2023
Q4 		– Sell
-155
Closed -$17.9K – 582
2023
Q3 		$17.9K Hold
155
– – ﹤0.01% 630
2023
Q2 		$17.9K Buy
+155
New +$18.2K ﹤0.01% 675
2023
Q1 		– Sell
-242
Closed -$27.8K – 592
2022
Q4 		$27.8K Sell
242
-150
-38% -$17.2K 0.01% 612
2022
Q3 		$45K Buy
+392
New +$46.4K 0.01% 540
2020
Q1 		– Sell
-560
Closed -$71K – 802
2019
Q4 		$71K Sell
560
-90
-14% -$11.4K 0.02% 584
2019
Q3 		$80K Sell
650
-12
-2% -$1.52K 0.02% 552
2019
Q2 		$82K Sell
662
-5
-0.7% -$618 0.02% 553
2019
Q1 		$81K Buy
+667
New +$81.2K 0.04% 439

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

Realta Investment Advisors's IEI Position: Q2 2026 in Review

Realta Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 96 shares — an estimated $11.4K sold.

Realta Investment Advisors first reported a position in IEI in Q1 2019 and held it in 15 quarters. The position peaked at $82K in Q2 2019. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Realta Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 96 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.4K.
  • Realta Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 15 quarters.
  • Realta Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $82K in Q2 2019.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.