SWA
IEI icon

Stratos Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stratos Wealth 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 		$4.01M Buy
33,809
+1,507
+5% +$180K 0.25% 94
2025
Q4 		$3.86M Sell
32,302
-31,969
-50% -$3.83M 0.19% 124
2025
Q3 		$7.68M Buy
64,271
+3,181
+5% +$378K 0.37% 72
2025
Q2 		$7.28M Buy
61,090
+5,876
+11% +$693K 0.38% 69
2025
Q1 		$6.52M Sell
55,214
-824
-1% -$96K 0.36% 69
2024
Q4 		$6.48M Sell
56,038
-647
-1% -$75.5K 0.31% 78
2024
Q3 		$6.78M Buy
56,685
+9,658
+21% +$1.14M 0.31% 75
2024
Q2 		$5.43M Buy
47,027
+3,467
+8% +$397K 0.27% 90
2024
Q1 		$5.04M Sell
43,560
-1,290
-3% -$150K 0.3% 83
2023
Q4 		$5.25M Sell
44,850
-10,227
-19% -$1.17M 0.3% 96
2023
Q3 		$6.23M Buy
55,077
+21,129
+62% +$2.42M 0.41% 56
2023
Q2 		$3.91M Sell
33,948
-276
-0.8% -$32.3K 0.28% 101
2023
Q1 		$4.03M Buy
34,224
+661
+2% +$76.8K 0.31% 94
2022
Q4 		$3.86M Buy
33,563
+7,395
+28% +$848K 0.32% 89
2022
Q3 		$2.99M Buy
26,168
+5,511
+27% +$652K 0.31% 89
2022
Q2 		$2.46M Buy
20,657
+648
+3% +$77.5K 0.22% 124
2022
Q1 		$2.44M Sell
20,009
-890
-4% -$112K 0.2% 135
2021
Q4 		$2.69M Buy
20,899
+4,447
+27% +$574K 0.19% 148
2021
Q3 		$2.14M Buy
16,452
+215
+1% +$28.2K 0.18% 154
2021
Q2 		$2.12M Buy
16,237
+1,522
+10% +$199K 0.19% 144
2021
Q1 		$1.91M Sell
14,715
-75
-0.5% -$9.87K 0.2% 135
2020
Q4 		$1.97M Buy
14,790
+3,332
+29% +$443K 0.27% 90
2020
Q3 		$1.53M Buy
11,458
+9,654
+535% +$1.29M 0.37% 68
2020
Q2 		$241K Buy
1,804
+688
+62% +$91.7K 0.07% 243
2020
Q1 		$149K Buy
+1,116
New +$144K 0.11% 154

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 $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

Stratos Wealth Advisors's IEI Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.7% in Q1 2026, buying an estimated $180K and bringing the position to 33,809 shares worth $4.01M. The position accounts for 0.25% of the portfolio, ranked #94.

Stratos Wealth Advisors first reported a position in IEI in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.68M in Q3 2025. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Stratos Wealth Advisors held 33,809 shares of iShares 3-7 Year Treasury Bond ETF worth $4.01M as of Q1 2026.
  • Stratos Wealth Advisors bought 1,507 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $180K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.25% of Stratos Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Stratos Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.68M in Q3 2025.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.