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Tennessee Valley Asset Management Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tennessee Valley Asset Management 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 		$5.09M Sell
42,887
-6,000
-12% -$716K 0.67% 24
2025
Q4 		$5.83M Buy
48,887
+5
+0% +$598 0.76% 23
2025
Q3 		$5.84M Sell
48,882
-100
-0.2% -$11.9K 0.79% 25
2025
Q2 		$5.83M Buy
48,982
+507
+1% +$59.8K 1.48% 9
2025
Q1 		$5.73M Sell
48,475
-640
-1% -$74.5K 0.93% 18
2024
Q4 		$5.68M Buy
49,115
+3,806
+8% +$444K 0.95% 20
2024
Q3 		$5.32M Buy
45,309
+2,429
+6% +$287K 0.88% 20
2024
Q2 		$4.95M Buy
+42,880
New +$4.92M 0.93% 20
2024
Q1 		– Sell
-328
Closed -$38.4K – 396
2023
Q4 		$38.4K Buy
+328
New +$37.4K 0.01% 258

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

Tennessee Valley Asset Management Partners's IEI Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q1 2026, selling an estimated $716K and leaving 42,887 shares worth $5.09M. The position accounts for 0.67% of the portfolio, ranked #24.

Tennessee Valley Asset Management Partners first reported a position in IEI in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.84M in Q3 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 42,887 shares of iShares 3-7 Year Treasury Bond ETF worth $5.09M as of Q1 2026.
  • Tennessee Valley Asset Management Partners sold 6,000 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $716K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.67% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #24 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Tennessee Valley Asset Management Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $5.84M in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.