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Silver Oak Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Silver Oak Securities’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 		– Sell
-3,274
Closed -$388K – 856
2026
Q1 		$388K Sell
3,274
-482
-13% -$57.5K 0.03% 509
2025
Q4 		$449K Sell
3,756
-1,587
-30% -$190K 0.03% 491
2025
Q3 		$639K Sell
5,343
-1,126
-17% -$134K 0.05% 364
2025
Q2 		$770K Sell
6,469
-619
-9% -$73K 0.06% 310
2025
Q1 		$836K Sell
7,088
-1,879
-21% -$219K 0.08% 272
2024
Q4 		$1.04M Buy
8,967
+5,660
+171% +$661K 0.1% 226
2024
Q3 		$350K Buy
3,307
+1,126
+52% +$133K 0.04% 398
2024
Q2 		$252K Sell
2,181
-377
-15% -$43.2K 0.04% 328
2024
Q1 		$296K Buy
2,558
+146
+6% +$16.9K 0.05% 301
2023
Q4 		$283K Buy
2,412
+1,126
+88% +$128K 0.04% 387
2023
Q3 		$146K Sell
1,286
-1,190
-48% -$136K 0.03% 324
2023
Q2 		$285K Sell
2,476
-3
-0.1% -$351 0.05% 354
2023
Q1 		$293K Buy
2,479
+178
+8% +$20.7K 0.05% 288
2022
Q4 		$264K Buy
2,301
+1,015
+79% +$116K 0.05% 249
2022
Q3 		$146K Buy
+1,286
New +$152K 0.03% 324

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Silver Oak Securities's IEI Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 3,274 shares — an estimated $388K sold.

Silver Oak Securities first reported a position in IEI in Q3 2022 and held it in 15 quarters. The position peaked at $1.04M in Q4 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 3,274 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $388K.
  • Silver Oak Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and held it in 15 quarters.
  • Silver Oak Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $1.04M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.