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Seven Mile Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Seven Mile Advisory’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 		– Sell
-1,790
Closed -$214K – 238
2025
Q4 		$214K Buy
1,790
+21
+1% +$2.51K 0.04% 229
2025
Q3 		$211K Buy
+1,769
New +$210K 0.03% 275

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

Seven Mile Advisory's IEI Position: Q1 2026 in Review

Seven Mile Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 1,790 shares — an estimated $214K sold.

Seven Mile Advisory first reported a position in IEI in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Seven Mile Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 1,790 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $214K.
  • Seven Mile Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $214K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.