VisionPoint Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

VisionPoint Advisory Group’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 Q3	$1.9M	Buy	16,787 +15,065	+875%	+$1.75M	0.3%	79
2026 Q2	$202K	Sell	1,722 -43	-2%	-$5.06K	0.03%	460
2026 Q1	$209K	Buy	+1,765	New	+$211K	0.04%	424
2025 Q4	–	Sell	-2,129	Closed	-$254K	–	411
2025 Q3	$254K	Buy	+2,129	New	+$253K	0.05%	332
2025 Q2	–	Sell	-22,462	Closed	-$2.65M	–	368
2025 Q1	$2.65M	Buy	22,462 +21,156	+1,620%	+$2.46M	0.91%	33
2024 Q4	$151K	Buy	1,306 +230	+21%	+$26.8K	0.05%	207
2024 Q3	$129K	Sell	1,076 -11	-1%	-$1.3K	0.04%	208
2024 Q2	$126K	Sell	1,087 -594	-35%	-$68.1K	0.04%	198
2024 Q1	$195K	Buy	+1,681	New	+$195K	0.07%	168
2023 Q4	–	Sell	-3,418	Closed	-$387K	–	801
2023 Q3	$387K	Buy	3,418 +2,062	+152%	+$236K	0.17%	103
2023 Q2	$156K	Sell	1,356 -4,631	-77%	-$542K	0.06%	148
2023 Q1	$713K	Buy	+5,987	New	+$696K	0.31%	68

Other funds holding IEI

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VisionPoint Advisory Group's IEI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 875% in Q3 2026, buying an estimated $1.75M and bringing the position to 16,787 shares worth $1.9M. The position accounts for 0.3% of the portfolio, ranked #79.

VisionPoint Advisory Group first reported a position in IEI in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q1 2025. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

VisionPoint Advisory Group held 16,787 shares of iShares 3-7 Year Treasury Bond ETF worth $1.9M as of Q3 2026.
VisionPoint Advisory Group bought 15,065 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.75M.
iShares 3-7 Year Treasury Bond ETF made up 0.3% of VisionPoint Advisory Group's portfolio in Q3 2026, its #79 holding.
VisionPoint Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.65M in Q1 2025.
44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.