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 Q2	$5.47M	Buy	46,593 +3,706	+9%	+$436K	0.6%	28
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 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 22.9% 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

Tennessee Valley Asset Management Partners's IEI Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.6% in Q2 2026, buying an estimated $436K and bringing the position to 46,593 shares worth $5.47M. The position accounts for 0.6% of the portfolio, ranked #28.

Tennessee Valley Asset Management Partners first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.84M in Q3 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Tennessee Valley Asset Management Partners held 46,593 shares of iShares 3-7 Year Treasury Bond ETF worth $5.47M as of Q2 2026.
Tennessee Valley Asset Management Partners bought 3,706 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $436K.
iShares 3-7 Year Treasury Bond ETF made up 0.6% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #28 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 10 quarters since.
Tennessee Valley Asset Management Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $5.84M in Q3 2025.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.