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Vise Technologies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vise Technologies’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 		$422K Buy
3,590
+570
+19% +$67.1K ﹤0.01% 1269
2026
Q1 		$360K Hold
3,020
– – 0.01% 1049
2025
Q4 		$360K Buy
+3,020
New +$361K 0.01% 1055

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Bank of America
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vise Technologies's IEI Position: Q2 2026 in Review

Vise Technologies increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q2 2026, buying an estimated $67.1K and bringing the position to 3,590 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Vise Technologies first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Vise Technologies held 3,590 shares of iShares 3-7 Year Treasury Bond ETF worth $422K as of Q2 2026.
  • Vise Technologies bought 570 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $67.1K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1269 holding.
  • Vise Technologies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.