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

Sequoia Financial 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	$590K	Buy	5,020 +920	+22%	+$108K	﹤0.01%	1248
2026 Q1	$486K	Sell	4,100 -10	-0.2%	-$1.19K	﹤0.01%	1297
2025 Q4	$491K	Sell	4,110 -743	-15%	-$88.9K	﹤0.01%	1288
2025 Q3	$580K	Sell	4,853 -564	-10%	-$67.1K	﹤0.01%	1057
2025 Q2	$645K	Buy	5,417 +2,007	+59%	+$237K	﹤0.01%	885
2025 Q1	$403K	Buy	3,410 +548	+19%	+$63.8K	﹤0.01%	945
2024 Q4	$331K	Sell	2,862 -206	-7%	-$24K	﹤0.01%	986
2024 Q3	$367K	Buy	3,068 +967	+46%	+$114K	﹤0.01%	881
2024 Q2	$243K	Sell	2,101 -83	-4%	-$9.51K	﹤0.01%	989
2024 Q1	$253K	Buy	+2,184	New	+$253K	﹤0.01%	937
2020 Q2	–	Sell	-1,609	Closed	-$215K	–	381
2020 Q1	$215K	Buy	+1,609	New	+$207K	0.02%	320
2017 Q3	–	Sell	-2,111	Closed	-$261K	–	298
2017 Q2	$261K	Buy	+2,111	New	+$261K	0.03%	228
2016 Q4	–	Sell	-1,837	Closed	-$232K	–	279
2016 Q3	$232K	Sell	1,837 -1,020	-36%	-$129K	0.04%	203
2016 Q2	$364K	Hold	2,857	–	–	0.1%	146
2016 Q1	$360K	Buy	2,857 +786	+38%	+$98.2K	0.12%	120
2015 Q4	$254K	Buy	2,071 +224	+12%	+$27.7K	0.1%	142
2015 Q3	$230K	Sell	1,847 -11	-0.6%	-$1.36K	0.1%	145
2015 Q2	$228K	Sell	1,858 -6	-0.3%	-$740	0.1%	163
2015 Q1	$231K	Sell	1,864 -8	-0.4%	-$989	0.11%	156
2014 Q4	$229K	Sell	1,872 -265	-12%	-$32.4K	0.16%	135
2014 Q3	$259K	Buy	2,137 +4	+0.2%	+$486	0.18%	128
2014 Q2	$260K	Sell	2,133 -32	-1%	-$3.88K	0.2%	122
2014 Q1	$261K	Sell	2,165 -986	-31%	-$119K	0.22%	116
2013 Q4	$378K	Buy	+3,151	New	+$382K	0.31%	85

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

Sequoia Financial Advisors's IEI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 22% in Q2 2026, buying an estimated $108K and bringing the position to 5,020 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Sequoia Financial Advisors first reported a position in IEI in Q4 2013 and has held it in 24 quarters since. The position peaked at $645K in Q2 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sequoia Financial Advisors held 5,020 shares of iShares 3-7 Year Treasury Bond ETF worth $590K as of Q2 2026.
Sequoia Financial Advisors bought 920 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1248 holding.
Sequoia Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2013 and has held it in 24 quarters since.
Sequoia Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $645K in Q2 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.