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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
Q3 		$342K Buy
3,013
+998
+50% +$116K 0.03% 416
2026
Q2 		$237K Buy
2,015
+50
+3% +$5.89K 0.03% 482
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

United Advisor Group's IEI Position: Q3 2026 in Review

United Advisor Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 50% in Q3 2026, buying an estimated $116K and bringing the position to 3,013 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #416.

United Advisor Group first reported a position in IEI in Q3 2024 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • United Advisor Group held 3,013 shares of iShares 3-7 Year Treasury Bond ETF worth $342K as of Q3 2026.
  • United Advisor Group bought 998 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $116K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #416 holding.
  • United Advisor Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.