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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tranquilli Financial Advisor's IEI Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.5% in Q1 2026, buying an estimated $160K and bringing the position to 25,872 shares worth $3.07M. The position accounts for 1.79% of the portfolio, ranked #17.

Tranquilli Financial Advisor first reported a position in IEI in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q3 2025. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Tranquilli Financial Advisor held 25,872 shares of iShares 3-7 Year Treasury Bond ETF worth $3.07M as of Q1 2026.
Tranquilli Financial Advisor bought 1,342 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $160K.
iShares 3-7 Year Treasury Bond ETF made up 1.79% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #17 holding.
Tranquilli Financial Advisor first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
Tranquilli Financial Advisor's iShares 3-7 Year Treasury Bond ETF position peaked at $3.09M in Q3 2025.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.