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United Advisor Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

United Advisor Group’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 		$233K Buy
+1,965
New +$234K 0.03% 456
2024
Q4 		– Sell
-1,697
Closed -$203K – 381
2024
Q3 		$203K Buy
+1,697
New +$201K 0.05% 334

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 $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

United Advisor Group's IEI Position: Q1 2026 in Review

United Advisor Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 1,965 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #456 among its holdings. This is a return to the name: United Advisor Group previously reported a position in IEI as recently as Q3 2024.

United Advisor Group first reported a position in IEI in Q3 2024 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • United Advisor Group held 1,965 shares of iShares 3-7 Year Treasury Bond ETF worth $233K as of Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new United Advisor Group position in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #456 holding.
  • United Advisor Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.