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

Sanctuary 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	$7.8M	Buy	66,441 +5,418	+9%	+$638K	0.04%	476
2026 Q1	$7.24M	Buy	61,023 +6,418	+12%	+$766K	0.04%	459
2025 Q4	$6.52M	Buy	54,605 +2,085	+4%	+$250K	0.04%	484
2025 Q3	$6.28M	Buy	52,520 +7,986	+18%	+$950K	0.04%	467
2025 Q2	$5.3M	Buy	44,534 +1,789	+4%	+$211K	0.03%	491
2025 Q1	$5.05M	Sell	42,745 -6,590	-13%	-$767K	0.04%	463
2024 Q4	$5.73M	Buy	49,335 +4,855	+11%	+$567K	0.04%	465
2024 Q3	$5.16M	Buy	44,480 +4,563	+11%	+$539K	0.03%	493
2024 Q2	$4.53M	Buy	+39,917	New	+$4.58M	0.03%	491

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

Sanctuary Advisors's IEI Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.9% in Q2 2026, buying an estimated $638K and bringing the position to 66,441 shares worth $7.8M. The position accounts for 0.04% of the portfolio, ranked #476.

Sanctuary Advisors first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sanctuary Advisors held 66,441 shares of iShares 3-7 Year Treasury Bond ETF worth $7.8M as of Q2 2026.
Sanctuary Advisors bought 5,418 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $638K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #476 holding.
Sanctuary Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.