Vernal Point Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vernal Point Advisors’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	–	Sell	-20,964	Closed	-$2.49M	–	21
2026 Q1	$2.49M	Buy	20,964 +254	+1%	+$30.3K	1.01%	9
2025 Q4	$2.47M	Hold	20,710	–	–	1.02%	11
2025 Q3	$2.48M	Hold	20,710	–	–	1.07%	11
2025 Q2	$2.47M	Hold	20,710	–	–	1.44%	11
2025 Q1	$2.45M	Hold	20,710	–	–	1.62%	10
2024 Q4	$2.39M	Hold	20,710	–	–	1.64%	10
2024 Q3	$2.48M	Hold	20,710	–	–	1.92%	10
2024 Q2	$2.39M	Hold	20,710	–	–	1.7%	9
2024 Q1	$2.4M	Hold	20,710	–	–	2.05%	9
2023 Q4	$2.43M	Buy	+20,710	New	+$2.36M	2.52%	8

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 22.96% 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

Vernal Point Advisors's IEI Position: Q2 2026 in Review

Vernal Point Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 20,964 shares — an estimated $2.49M sold.

Vernal Point Advisors first reported a position in IEI in Q4 2023 and held it in 10 quarters. The position peaked at $2.49M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Vernal Point Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Vernal Point Advisors sold 20,964 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.49M.
Vernal Point Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
Vernal Point Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.49M in Q1 2026.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Vernal Point Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.