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

Signature Estate & 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
Q2 		$2.23M Sell
18,987
-1,005
-5% -$118K 0.04% 160
2026
Q1 		$2.37M Sell
19,992
-649
-3% -$77.4K 0.05% 153
2025
Q4 		$2.46M Buy
+20,641
New +$2.47M 0.05% 149

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Signature Estate & Investment Advisors's IEI Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5% in Q2 2026, selling an estimated $118K and leaving 18,987 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #160.

Signature Estate & Investment Advisors first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q4 2025. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Signature Estate & Investment Advisors held 18,987 shares of iShares 3-7 Year Treasury Bond ETF worth $2.23M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,005 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $118K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Estate & Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.46M in Q4 2025.
  • 542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.