SWP
IEI icon

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

Stratos Wealth Partners’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 		$1.64M Sell
13,824
-361
-3% -$43.1K 0.02% 617
2025
Q4 		$1.69M Sell
14,185
-1,188
-8% -$142K 0.02% 588
2025
Q3 		$1.84M Buy
15,373
+3,999
+35% +$476K 0.02% 558
2025
Q2 		$1.35M Sell
11,374
-115,280
-91% -$13.6M 0.02% 608
2025
Q1 		$15M Buy
126,654
+118,192
+1,397% +$13.8M 0.23% 94
2024
Q4 		$978K Buy
8,462
+1,769
+26% +$206K 0.01% 708
2024
Q3 		$801K Sell
6,693
-2,090
-24% -$247K 0.01% 764
2024
Q2 		$1.01M Buy
8,783
+341
+4% +$39.1K 0.02% 642
2024
Q1 		$978K Buy
8,442
+3,471
+70% +$403K 0.02% 658
2023
Q4 		$582K Sell
4,971
-2,108
-30% -$241K 0.01% 821
2023
Q3 		$801K Buy
7,079
+352
+5% +$40.3K 0.02% 645
2023
Q2 		$775K Buy
6,727
+4,984
+286% +$584K 0.02% 611
2023
Q1 		$205K Sell
1,743
-900
-34% -$105K 0.01% 1033
2022
Q4 		$304K Buy
2,643
+218
+9% +$25K 0.01% 885
2022
Q3 		$277K Sell
2,425
-7,795
-76% -$923K 0.01% 900
2022
Q2 		$1.22M Sell
10,220
-4,650
-31% -$556K 0.03% 450
2022
Q1 		$1.81M Buy
14,870
+3,238
+28% +$406K 0.04% 382
2021
Q4 		$1.5M Buy
11,632
+2,726
+31% +$352K 0.03% 437
2021
Q3 		$1.16M Sell
8,906
-62
-0.7% -$8.13K 0.03% 475
2021
Q2 		$1.17M Buy
8,968
+4,660
+108% +$608K 0.03% 495
2021
Q1 		$560K Buy
4,308
+45
+1% +$5.92K 0.02% 682
2020
Q4 		$567K Buy
4,263
+418
+11% +$55.6K 0.02% 629
2020
Q3 		$514K Buy
3,845
+1,485
+63% +$198K 0.02% 615
2020
Q2 		$316K Buy
2,360
+11
+0.5% +$1.47K 0.01% 751
2020
Q1 		$313K Buy
2,349
+508
+28% +$65.5K 0.01% 674
2019
Q4 		$231K Sell
1,841
-256
-12% -$32.3K 0.01% 855
2019
Q3 		$266K Sell
2,097
-42
-2% -$5.31K 0.01% 767
2019
Q2 		$269K Buy
2,139
+317
+17% +$39.2K 0.01% 767
2019
Q1 		$225K Sell
1,822
-360
-16% -$43.8K 0.01% 819
2018
Q4 		$265K Sell
2,182
-318
-13% -$37.9K 0.01% 705
2018
Q3 		$298K Sell
2,500
-148
-6% -$17.7K 0.01% 707
2018
Q2 		$318K Sell
2,648
-983
-27% -$118K 0.01% 718
2018
Q1 		$438K Sell
3,631
-188
-5% -$22.7K 0.02% 588
2017
Q4 		$467K Sell
3,819
-105
-3% -$12.9K 0.02% 531
2017
Q3 		$485K Sell
3,924
-2,311
-37% -$287K 0.02% 519
2017
Q2 		$770K Sell
6,235
-2,318
-27% -$287K 0.04% 345
2017
Q1 		$1.05M Buy
8,553
+1,563
+22% +$192K 0.06% 274
2016
Q4 		$856K Sell
6,990
-5,230
-43% -$649K 0.05% 291
2016
Q3 		$1.55M Buy
12,220
+236
+2% +$29.9K 0.1% 186
2016
Q2 		$1.53M Buy
11,984
+2,956
+33% +$372K 0.11% 171
2016
Q1 		$1.14M Buy
9,028
+4,730
+110% +$591K 0.1% 172
2015
Q4 		$527K Buy
4,298
+2,579
+150% +$319K 0.04% 293
2015
Q3 		$214K Sell
1,719
-183
-10% -$22.6K 0.03% 467
2015
Q2 		$234K Sell
1,902
-1,171
-38% -$144K 0.03% 425
2015
Q1 		$383K Sell
3,073
-268
-8% -$33.1K 0.05% 361
2014
Q4 		$409K Buy
+3,341
New +$409K 0.07% 284

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 $49B AUM 17.78% 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 Partners's IEI Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.5% in Q1 2026, selling an estimated $43.1K and leaving 13,824 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #617.

Stratos Wealth Partners first reported a position in IEI in Q4 2014 and has held it in 46 quarters since. The position peaked at $15M in Q1 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Stratos Wealth Partners held 13,824 shares of iShares 3-7 Year Treasury Bond ETF worth $1.64M as of Q1 2026.
  • Stratos Wealth Partners sold 361 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $43.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #617 holding.
  • Stratos Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $15M in Q1 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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