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

SkyView 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	$294K	Sell	2,500 -287,622	-99%	-$33.9M	0.23%	98
2026 Q1	$35.4M	Buy	290,122 +6,318	+2%	+$754K	4.76%	8
2025 Q4	$33.9M	Sell	283,804 -12,363	-4%	-$1.48M	4.28%	8
2025 Q3	$35.4M	Buy	296,167 +300	+0.1%	+$35.7K	4.47%	7
2025 Q2	$35.2M	Sell	295,867 -857	-0.3%	-$101K	5.04%	6
2025 Q1	$35.1M	Buy	296,724 +32,620	+12%	+$3.8M	5.27%	5
2024 Q4	$32.9M	Buy	264,104 +15,949	+6%	+$1.86M	5.25%	5
2024 Q3	$29.7M	Buy	+248,155	New	+$29.3M	4.93%	6
2022 Q2	–	Sell	-61,498	Closed	-$7.31M	–	601
2022 Q1	$7.31M	Sell	61,498 -9,181	-13%	-$1.15M	1.73%	2
2021 Q4	$9.09M	Sell	70,679 -6,943	-9%	-$896K	2.04%	2
2021 Q3	$10.1M	Buy	+77,622	New	+$10.2M	2.84%	1

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 22.9% 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

SkyView Investment Advisors's IEI Position: Q2 2026 in Review

SkyView Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 99% in Q2 2026, selling an estimated $33.9M and leaving 2,500 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #98.

SkyView Investment Advisors first reported a position in IEI in Q3 2021 and has held it in 11 quarters since. The position peaked at $35.4M in Q1 2026. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

SkyView Investment Advisors held 2,500 shares of iShares 3-7 Year Treasury Bond ETF worth $294K as of Q2 2026.
SkyView Investment Advisors sold 287,622 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $33.9M.
iShares 3-7 Year Treasury Bond ETF made up 0.23% of SkyView Investment Advisors's portfolio in Q2 2026, its #98 holding.
SkyView Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 11 quarters since.
SkyView Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $35.4M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on SkyView Investment Advisors's 13F filing for Q2 2026, filed 15 Sep 2026.