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Snowden Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Snowden Capital 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
Q1 		– Sell
-6,109
Closed -$729K – 1321
2025
Q4 		$729K Sell
6,109
-3,943
-39% -$472K 0.02% 644
2025
Q3 		$1.2M Buy
10,052
+2,282
+29% +$271K 0.03% 470
2025
Q2 		$925K Sell
7,770
-332
-4% -$39.2K 0.03% 550
2025
Q1 		$957K Buy
8,102
+1,878
+30% +$219K 0.03% 521
2024
Q4 		$719K Buy
6,224
+1,316
+27% +$154K 0.02% 622
2024
Q3 		$587K Buy
4,908
+2,733
+126% +$323K 0.02% 701
2024
Q2 		$251K Buy
+2,175
New +$249K 0.01% 1047
2023
Q4 		– Sell
-1,770
Closed -$200K – 1123
2023
Q3 		$200K Sell
1,770
-1,471
-45% -$168K 0.01% 1023
2023
Q2 		$374K Sell
3,241
-5
-0.2% -$586 0.01% 867
2023
Q1 		$382K Buy
3,246
+814
+33% +$94.6K 0.01% 847
2022
Q4 		$279K Sell
2,432
-464
-16% -$53.2K 0.01% 939
2022
Q3 		$330K Buy
2,896
+337
+13% +$39.9K 0.01% 861
2022
Q2 		$305K Buy
+2,559
New +$306K 0.01% 853
2022
Q1 		– Sell
-396
Closed -$50K – 1511
2021
Q4 		$50K Buy
+396
New +$51.1K ﹤0.01% 1036
2020
Q1 		– Sell
-1,865
Closed -$235K – 561
2019
Q4 		$235K Sell
1,865
-8
-0.4% -$1.01K 0.02% 539
2019
Q3 		$237K Buy
+1,873
New +$237K 0.02% 466
2019
Q1 		– Sell
-13,138
Closed -$1.59M – 503
2018
Q4 		$1.59M Buy
13,138
+11,280
+607% +$1.35M 0.21% 171
2018
Q3 		$221K Buy
+1,858
New +$222K 0.03% 451
2018
Q1 		– Sell
-27,265
Closed -$3.33M – 393
2017
Q4 		$3.33M Sell
27,265
-8,538
-24% -$1.05M 0.48% 55
2017
Q3 		$4.42M Buy
35,803
+3,095
+9% +$384K 0.71% 26
2017
Q2 		$4.04M Buy
32,708
+1,893
+6% +$234K 0.76% 27
2017
Q1 		$3.79M Sell
30,815
-2,022
-6% -$248K 0.83% 22
2016
Q4 		$4.02M Buy
32,837
+21,160
+181% +$2.62M 1.01% 17
2016
Q3 		$1.48M Buy
+11,677
New +$1.48M 0.4% 86

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

Snowden Capital Advisors's IEI Position: Q1 2026 in Review

Snowden Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 6,109 shares — an estimated $729K sold.

Snowden Capital Advisors first reported a position in IEI in Q3 2016 and held it in 24 quarters. The position peaked at $4.42M in Q3 2017. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Snowden Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,109 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $729K.
  • Snowden Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2016 and held it in 24 quarters.
  • Snowden Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $4.42M in Q3 2017.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.