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United Asset Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

United Asset Strategies’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 		$347K Buy
2,954
+513
+21% +$60.4K 0.02% 230
2026
Q1 		$290K Buy
2,441
+52
+2% +$6.2K 0.02% 231
2025
Q4 		$285K Buy
2,389
+24
+1% +$2.87K 0.02% 233
2025
Q3 		$283K Buy
2,365
+251
+12% +$29.9K 0.02% 229
2025
Q2 		$252K Sell
2,114
-218
-9% -$25.7K 0.02% 227
2025
Q1 		$275K Buy
+2,332
New +$272K 0.03% 215

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

United Asset Strategies's IEI Position: Q2 2026 in Review

United Asset Strategies increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 21% in Q2 2026, buying an estimated $60.4K and bringing the position to 2,954 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #230.

United Asset Strategies first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • United Asset Strategies held 2,954 shares of iShares 3-7 Year Treasury Bond ETF worth $347K as of Q2 2026.
  • United Asset Strategies bought 513 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $60.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #230 holding.
  • United Asset Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.