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

Savvy Advisors Inc’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 		$3.25M Buy
27,380
+563
+2% +$67.2K 0.09% 177
2025
Q4 		$3.2M Buy
+26,817
New +$3.21M 0.1% 141

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 $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

Savvy Advisors Inc's IEI Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.1% in Q1 2026, buying an estimated $67.2K and bringing the position to 27,380 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #177.

Savvy Advisors Inc first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Savvy Advisors Inc held 27,380 shares of iShares 3-7 Year Treasury Bond ETF worth $3.25M as of Q1 2026.
  • Savvy Advisors Inc bought 563 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $67.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #177 holding.
  • Savvy Advisors Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.