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Visionary Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Visionary Wealth 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
Q1 		$2.87M Buy
24,203
+1,074
+5% +$128K 0.13% 165
2025
Q4 		$2.76M Buy
23,129
+1,381
+6% +$165K 0.12% 161
2025
Q3 		$2.6M Sell
21,748
-5,131
-19% -$610K 0.12% 166
2025
Q2 		$3.2M Buy
26,879
+10,352
+63% +$1.22M 0.16% 142
2025
Q1 		$1.95M Buy
16,527
+211
+1% +$24.6K 0.12% 175
2024
Q4 		$1.89M Buy
16,316
+14,501
+799% +$1.69M 0.11% 178
2024
Q3 		$217K Sell
1,815
-15
-0.8% -$1.77K 0.01% 497
2024
Q2 		$211K Sell
1,830
-495
-21% -$56.7K 0.01% 484
2024
Q1 		$269K Sell
2,325
-485
-17% -$56.3K 0.02% 416
2023
Q4 		$329K Sell
2,810
-1,732
-38% -$198K 0.02% 380
2023
Q3 		$514K Sell
4,542
-1,062
-19% -$121K 0.04% 295
2023
Q2 		$646K Sell
5,604
-3,303
-37% -$387K 0.05% 256
2023
Q1 		$1.05M Sell
8,907
-3,949
-31% -$459K 0.09% 188
2022
Q4 		$1.48M Sell
12,856
-2,507
-16% -$287K 0.14% 146
2022
Q3 		$1.76M Sell
15,363
-3,685
-19% -$436K 0.18% 120
2022
Q2 		$2.27M Sell
19,048
-8,586
-31% -$1.03M 0.2% 112
2022
Q1 		$3.37M Sell
27,634
-56,307
-67% -$7.07M 0.27% 97
2021
Q4 		$10.8M Buy
83,941
+3,073
+4% +$397K 0.89% 30
2021
Q3 		$10.5M Sell
80,868
-33,221
-29% -$4.36M 1.08% 27
2021
Q2 		$14.9M Sell
114,089
-10,492
-8% -$1.37M 1.5% 21
2021
Q1 		$16.2M Sell
124,581
-5,374
-4% -$707K 1.7% 15
2020
Q4 		$17.3M Sell
129,955
-6,772
-5% -$900K 1.94% 11
2020
Q3 		$18.3M Buy
136,727
+14,524
+12% +$1.94M 2.57% 8
2020
Q2 		$16.3M Buy
122,203
+31,504
+35% +$4.2M 2.49% 8
2020
Q1 		$12.1M Buy
90,699
+41,330
+84% +$5.33M 2.28% 8
2019
Q4 		$6.21M Buy
+49,369
New +$6.23M 1.11% 28

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's IEI Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q1 2026, buying an estimated $128K and bringing the position to 24,203 shares worth $2.87M. The position accounts for 0.13% of the portfolio, ranked #165.

Visionary Wealth Advisors first reported a position in IEI in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.3M in Q3 2020. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Visionary Wealth Advisors held 24,203 shares of iShares 3-7 Year Treasury Bond ETF worth $2.87M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,074 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $128K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of Visionary Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Visionary Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $18.3M in Q3 2020.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.