TFA
IEI icon

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

Transamerica 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 		– Sell
-587
Closed -$69.7K – 2236
2026
Q1 		$69.7K Sell
587
-864
-60% -$103K 0.01% 599
2025
Q4 		$173K Buy
1,451
+117
+9% +$14K 0.01% 386
2025
Q3 		$159K Buy
+1,334
New +$159K 0.01% 354
2022
Q3 		– Sell
-29
Closed -$4K – 666
2022
Q2 		$4K Buy
+29
New +$3.47K ﹤0.01% 350
2020
Q3 		– Sell
-6,880
Closed -$920K – 320
2020
Q2 		$920K Buy
+6,880
New +$917K 0.2% 70
2019
Q3 		– Sell
-46
Closed -$6K – 289
2019
Q2 		$6K Buy
+46
New +$5.69K ﹤0.01% 328
2019
Q1 		– Sell
-79
Closed -$10K – 259
2018
Q4 		$10K Sell
79
-67
-46% -$7.99K ﹤0.01% 289
2018
Q3 		$18K Sell
146
-14,906
-99% -$1.78M ﹤0.01% 269
2018
Q2 		$1.81M Sell
15,052
-3,795
-20% -$454K 0.4% 65
2018
Q1 		$2.27M Sell
18,847
-588
-3% -$70.9K 0.34% 95
2017
Q4 		$2.38M Sell
19,435
-4,680
-19% -$575K 0.31% 103
2017
Q3 		$2.98M Sell
24,115
-3,103
-11% -$385K 0.37% 83
2017
Q2 		$3.36M Sell
27,218
-1,423
-5% -$176K 0.46% 71
2017
Q1 		$3.52M Sell
28,641
-2,146
-7% -$263K 0.42% 72
2016
Q4 		$3.77M Sell
30,787
-1,981
-6% -$246K 0.45% 72
2016
Q3 		$4.15M Buy
32,768
+999
+3% +$127K 0.45% 68
2016
Q2 		$4.05M Sell
31,769
-2,567
-7% -$323K 0.41% 68
2016
Q1 		$4.33M Buy
34,336
+9,073
+36% +$1.13M 0.37% 68
2015
Q4 		$3.1M Sell
25,263
-1,392
-5% -$172K 0.23% 85
2015
Q3 		$3.32M Buy
26,655
+1,950
+8% +$241K 0.27% 77
2015
Q2 		$3.04M Buy
+24,705
New +$3.05M 0.22% 95

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

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

Transamerica Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 587 shares — an estimated $69.7K sold.

Transamerica Financial Advisors first reported a position in IEI in Q2 2015 and held it in 21 quarters. The position peaked at $4.33M in Q1 2016. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 587 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $69.7K.
  • Transamerica Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and held it in 21 quarters.
  • Transamerica Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $4.33M in Q1 2016.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.