TFA
IEI icon

TPG Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TPG Financial 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 		$11.8M Buy
100,695
+31,840
+46% +$3.75M 3.53% 8
2026
Q1 		$8.17M Buy
68,855
+6,400
+10% +$763K 2.66% 14
2025
Q4 		$7.45M Buy
62,455
+7,433
+14% +$890K 2.49% 15
2025
Q3 		$6.58M Buy
55,022
+5,770
+12% +$686K 2.45% 18
2025
Q2 		$5.87M Buy
49,252
+18,667
+61% +$2.2M 2.35% 20
2025
Q1 		$3.61M Sell
30,585
-16,165
-35% -$1.88M 1.6% 22
2024
Q4 		$5.4M Buy
46,750
+7,178
+18% +$838K 2.35% 17
2024
Q3 		$4.73M Buy
39,572
+2,775
+8% +$328K 2.13% 15
2024
Q2 		$4.25M Buy
+36,797
New +$4.22M 2.01% 16
2023
Q4 		$3.33M Sell
28,596
-160
-0.6% -$18.3K 1.7% 19
2023
Q3 		$3.25M Sell
28,756
-4,994
-15% -$571K 1.68% 19
2023
Q2 		$3.89M Buy
+33,750
New +$3.95M 2.04% 18

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPG Financial Advisors's IEI Position: Q2 2026 in Review

TPG Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 46% in Q2 2026, buying an estimated $3.75M and bringing the position to 100,695 shares worth $11.8M. The position accounts for 3.53% of the portfolio, ranked #8.

TPG Financial Advisors first reported a position in IEI in Q2 2023 and has held it in 12 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • TPG Financial Advisors held 100,695 shares of iShares 3-7 Year Treasury Bond ETF worth $11.8M as of Q2 2026.
  • TPG Financial Advisors bought 31,840 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.75M.
  • iShares 3-7 Year Treasury Bond ETF made up 3.53% of TPG Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • TPG Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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