SSA
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SSA Swiss Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

SSA Swiss 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 		$253K Hold
2,154
– – 0.09% 79
2026
Q1 		$255K Hold
2,154
– – 0.12% 70
2025
Q4 		$257K Hold
2,154
– – 0.12% 67
2025
Q3 		$257K Hold
2,154
– – 0.12% 73
2025
Q2 		$255K Sell
2,154
-416
-16% -$49.1K 0.12% 69
2025
Q1 		$304K Buy
+2,570
New +$299K 0.16% 70

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 22.9% 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

SSA Swiss Advisors's IEI Position: Q2 2026 in Review

SSA Swiss Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,154 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #79.

SSA Swiss Advisors first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $304K in Q1 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • SSA Swiss Advisors held 2,154 shares of iShares 3-7 Year Treasury Bond ETF worth $253K as of Q2 2026.
  • SSA Swiss Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of SSA Swiss Advisors's portfolio in Q2 2026, its #79 holding.
  • SSA Swiss Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • SSA Swiss Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $304K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.