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

Regal 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
Q1 		$275K Sell
2,322
-4,425
-66% -$528K 0.02% 550
2025
Q4 		$805K Sell
6,747
-357
-5% -$42.7K 0.05% 325
2025
Q3 		$849K Sell
7,104
-432
-6% -$51.4K 0.06% 288
2025
Q2 		$897K Sell
7,536
-74
-1% -$8.73K 0.07% 250
2025
Q1 		$899K Sell
7,610
-840
-10% -$97.8K 0.07% 236
2024
Q4 		$976K Sell
8,450
-3,783
-31% -$442K 0.07% 231
2024
Q3 		$1.46M Buy
12,233
+9,175
+300% +$1.08M 0.1% 205
2024
Q2 		$353K Sell
3,058
-2,161
-41% -$248K 0.02% 423
2024
Q1 		$604K Buy
5,219
+1,357
+35% +$157K 0.04% 323
2023
Q4 		$452K Sell
3,862
-43,751
-92% -$4.99M 0.03% 345
2023
Q3 		$5.39M Buy
47,613
+4,467
+10% +$511K 0.45% 63
2023
Q2 		$4.97M Buy
43,146
+2,628
+6% +$308K 0.42% 73
2023
Q1 		$4.77M Buy
+40,518
New +$4.71M 0.42% 73
2015
Q4 		– Sell
-445
Closed -$55K – 555
2015
Q3 		$55K Sell
445
-2,623
-85% -$324K 0.01% 416
2015
Q2 		$377K Sell
3,068
-449
-13% -$55.4K 0.1% 177
2015
Q1 		$437K Sell
3,517
-79
-2% -$9.76K 0.11% 166
2014
Q4 		$440K Sell
3,596
-138
-4% -$16.9K 0.12% 152
2014
Q3 		$453K Sell
3,734
-174
-4% -$21.1K 0.14% 151
2014
Q2 		$476K Sell
3,908
-458
-10% -$55.6K 0.17% 138
2014
Q1 		$527K Buy
4,366
+1,007
+30% +$122K 0.22% 115
2013
Q4 		$403K Sell
3,359
-12,415
-79% -$1.51M 0.23% 116
2013
Q3 		$1.91M Buy
15,774
+3,621
+30% +$436K 1.12% 13
2013
Q2 		$1.47M Buy
+12,153
New +$1.49M 0.81% 25

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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

Regal Investment Advisors's IEI Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 66% in Q1 2026, selling an estimated $528K and leaving 2,322 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #550.

Regal Investment Advisors first reported a position in IEI in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.39M in Q3 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Regal Investment Advisors held 2,322 shares of iShares 3-7 Year Treasury Bond ETF worth $275K as of Q1 2026.
  • Regal Investment Advisors sold 4,425 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $528K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #550 holding.
  • Regal Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • Regal Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5.39M in Q3 2023.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.