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 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

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

VisionPoint Advisory Group's IEI Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.4% in Q2 2026, selling an estimated $5.06K and leaving 1,722 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #460.

VisionPoint Advisory Group first reported a position in IEI in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q1 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

VisionPoint Advisory Group held 1,722 shares of iShares 3-7 Year Treasury Bond ETF worth $202K as of Q2 2026.
VisionPoint Advisory Group sold 43 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.06K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #460 holding.
VisionPoint Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.65M in Q1 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.