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

Strathmore 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 Q2	$941K	Sell	8,078 -225	-3%	-$26.5K	0.25%	50
2026 Q1	$985K	Sell	8,303 -25	-0.3%	-$2.98K	0.28%	46
2025 Q4	$994K	Sell	8,328 -320	-4%	-$38.3K	0.33%	38
2025 Q3	$1.03M	Sell	8,648 -330	-4%	-$39.3K	0.42%	30
2025 Q2	$1.06M	Buy	+8,978	New	+$1.06M	0.47%	27

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

Strathmore Capital Advisors's IEI Position: Q2 2026 in Review

Strathmore Capital Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.7% in Q2 2026, selling an estimated $26.5K and leaving 8,078 shares worth $941K. The position accounts for 0.25% of the portfolio, ranked #50.

Strathmore Capital Advisors first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Strathmore Capital Advisors held 8,078 shares of iShares 3-7 Year Treasury Bond ETF worth $941K as of Q2 2026.
Strathmore Capital Advisors sold 225 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $26.5K.
iShares 3-7 Year Treasury Bond ETF made up 0.25% of Strathmore Capital Advisors's portfolio in Q2 2026, its #50 holding.
Strathmore Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Strathmore Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.06M in Q2 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.