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Spurstone Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spurstone Advisory Services’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 		$949 Hold
8
– – 0.02% 50
2025
Q4 		$955 Hold
8
– – 0.02% 68
2025
Q3 		$956 Hold
8
– – 0.01% 86
2025
Q2 		$952 Hold
8
– – 0.01% 109
2025
Q1 		$945 Buy
+8
New +$932 0.02% 75

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

Spurstone Advisory Services's IEI Position: Q1 2026 in Review

Spurstone Advisory Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 8 shares worth $949. The position accounts for 0.02% of the portfolio, ranked #50.

Spurstone Advisory Services first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $956 in Q3 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Spurstone Advisory Services held 8 shares of iShares 3-7 Year Treasury Bond ETF worth $949 as of Q1 2026.
  • Spurstone Advisory Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Spurstone Advisory Services's portfolio in Q1 2026, its #50 holding.
  • Spurstone Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Spurstone Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $956 in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.