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

Strategic 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
Q1 		$2.3M Buy
19,384
+2,482
+15% +$296K 0.16% 70
2025
Q4 		$2.02M Sell
16,902
-129,549
-88% -$15.5M 0.17% 64
2025
Q3 		$2.02M Buy
146,451
+129,520
+765% +$15.4M 0.18% 63
2025
Q2 		$2.01M Sell
16,931
-1,030
-6% -$122K 0.2% 58
2025
Q1 		$2.12M Buy
17,961
+518
+3% +$60.3K 0.22% 59
2024
Q4 		$2.02M Buy
17,443
+1,816
+12% +$212K 0.21% 61
2024
Q3 		$1.87M Sell
15,627
-3,183
-17% -$376K 0.2% 69
2024
Q2 		$2.17M Buy
18,810
+3,387
+22% +$388K 0.26% 57
2024
Q1 		$1.79M Sell
15,423
-739
-5% -$85.8K 0.23% 64
2023
Q4 		$1.89M Buy
16,162
+3,438
+27% +$392K 0.27% 60
2023
Q3 		$1.44M Buy
+12,724
New +$1.45M 0.24% 63
2023
Q2 		– Sell
-7,381
Closed -$868K – 205
2023
Q1 		$868K Buy
7,381
+716
+11% +$83.2K 0.16% 92
2022
Q4 		$766K Sell
6,665
-152
-2% -$17.4K 0.16% 109
2022
Q3 		$779K Sell
6,817
-1,595
-19% -$189K 0.18% 94
2022
Q2 		$1M Sell
8,412
-171
-2% -$20.4K 0.2% 79
2022
Q1 		$1.05M Sell
8,583
-560
-6% -$70.3K 0.2% 88
2021
Q4 		$1.18M Sell
9,143
-3,211
-26% -$415K 0.23% 79
2021
Q3 		$1.61M Sell
12,354
-239
-2% -$31.3K 0.35% 57
2021
Q2 		$1.64M Buy
+12,593
New +$1.64M 0.38% 56
2020
Q4 		– Sell
-15,648
Closed -$2.09M – 200
2020
Q3 		$2.09M Sell
15,648
-3,980
-20% -$532K 0.71% 39
2020
Q2 		$2.62M Buy
+19,628
New +$2.62M 0.99% 30

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 $424B AUM 22.96% 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 $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

Strategic Investment Advisors's IEI Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15% in Q1 2026, buying an estimated $296K and bringing the position to 19,384 shares worth $2.3M. The position accounts for 0.16% of the portfolio, ranked #70.

Strategic Investment Advisors first reported a position in IEI in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.62M in Q2 2020. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Strategic Investment Advisors held 19,384 shares of iShares 3-7 Year Treasury Bond ETF worth $2.3M as of Q1 2026.
  • Strategic Investment Advisors bought 2,482 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $296K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Strategic Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Strategic Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Strategic Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.62M in Q2 2020.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.