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 Q2	$1.42M	Buy	12,099 +1,379	+13%	+$162K	0.43%	56
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 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 22.9% 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

Tred Avon Family Wealth's IEI Position: Q2 2026 in Review

Tred Avon Family Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q2 2026, buying an estimated $162K and bringing the position to 12,099 shares worth $1.42M. The position accounts for 0.43% of the portfolio, ranked #56.

Tred Avon Family Wealth first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Tred Avon Family Wealth held 12,099 shares of iShares 3-7 Year Treasury Bond ETF worth $1.42M as of Q2 2026.
Tred Avon Family Wealth bought 1,379 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $162K.
iShares 3-7 Year Treasury Bond ETF made up 0.43% of Tred Avon Family Wealth's portfolio in Q2 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 4 quarters since.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.