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Tred Avon Family Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tred Avon Family Wealth’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 		$1.27M Buy
10,720
+14
+0.1% +$1.67K 0.42% 56
2025
Q4 		$1.28M Buy
10,706
+303
+3% +$36.3K 0.42% 59
2025
Q3 		$1.24M Buy
+10,403
New +$1.24M 0.43% 57

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tred Avon Family Wealth's IEI Position: Q1 2026 in Review

Tred Avon Family Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.13% in Q1 2026, buying an estimated $1.67K and bringing the position to 10,720 shares worth $1.27M. The position accounts for 0.42% of the portfolio, ranked #56.

Tred Avon Family Wealth first reported a position in IEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Tred Avon Family Wealth held 10,720 shares of iShares 3-7 Year Treasury Bond ETF worth $1.27M as of Q1 2026.
  • Tred Avon Family Wealth bought 14 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.67K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.42% of Tred Avon Family Wealth's portfolio in Q1 2026, its #56 holding.
  • Tred Avon Family Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1.28M in Q4 2025.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.