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 Q2	$936	Hold	8	–	–	0.01%	68
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 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 22.96% 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

Spurstone Advisory Services's IEI Position: Q2 2026 in Review

Spurstone Advisory Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 8 shares worth $936. The position accounts for 0.01% of the portfolio, ranked #68.

Spurstone Advisory Services first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $956 in Q3 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Spurstone Advisory Services held 8 shares of iShares 3-7 Year Treasury Bond ETF worth $936 as of Q2 2026.
Spurstone Advisory Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #68 holding.
Spurstone Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $956 in Q3 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.