Tranquilli Financial Advisor’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tranquilli Financial Advisor’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	$3.57M	Buy	30,408 +4,536	+18%	+$534K	1.92%	16
2026 Q1	$3.07M	Buy	25,872 +1,342	+5%	+$160K	1.79%	17
2025 Q4	$2.93M	Sell	24,530 -1,300	-5%	-$156K	1.7%	22
2025 Q3	$3.09M	Buy	25,830 +3,264	+14%	+$388K	1.82%	20
2025 Q2	$2.69M	Buy	22,566 +11,955	+113%	+$1.41M	1.66%	21
2025 Q1	$1.25M	Buy	10,611 +5,122	+93%	+$596K	0.79%	36
2024 Q4	$634K	Sell	5,489 -3,057	-36%	-$357K	0.4%	60
2024 Q3	$1.02M	Buy	8,546 +1,602	+23%	+$189K	0.64%	43
2024 Q2	$797K	Buy	6,944 +246	+4%	+$28.2K	0.53%	47
2024 Q1	$776K	Buy	+6,698	New	+$777K	0.52%	51
2023 Q3	–	Sell	-7,666	Closed	-$884K	–	102
2023 Q2	$884K	Buy	7,666 +1,229	+19%	+$144K	0.63%	32
2023 Q1	$757K	Buy	+6,437	New	+$748K	0.57%	34

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 22.96% 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

Tranquilli Financial Advisor's IEI Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 18% in Q2 2026, buying an estimated $534K and bringing the position to 30,408 shares worth $3.57M. The position accounts for 1.92% of the portfolio, ranked #16.

Tranquilli Financial Advisor first reported a position in IEI in Q1 2023 and has held it in 12 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Tranquilli Financial Advisor held 30,408 shares of iShares 3-7 Year Treasury Bond ETF worth $3.57M as of Q2 2026.
Tranquilli Financial Advisor bought 4,536 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $534K.
iShares 3-7 Year Treasury Bond ETF made up 1.92% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #16 holding.
Tranquilli Financial Advisor first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.