VR
IEI icon

Vision Retirement’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vision Retirement’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 		$822 Hold
7
– – ﹤0.01% 594
2026
Q1 		$830 Hold
7
– – ﹤0.01% 602
2025
Q4 		$835 Buy
+7
New +$838 ﹤0.01% 569

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Vision Retirement's IEI Position: Q2 2026 in Review

Vision Retirement held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 7 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Vision Retirement first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $835 in Q4 2025. 786 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Vision Retirement held 7 shares of iShares 3-7 Year Treasury Bond ETF worth $822 as of Q2 2026.
  • Vision Retirement left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #594 holding.
  • Vision Retirement first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares 3-7 Year Treasury Bond ETF position peaked at $835 in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.