Wealth Advisory Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealth Advisory Solutions’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	$277K	Sell	2,333 -11,279	-83%	-$1.35M	0.06%	111
2025 Q4	$1.62M	Hold	13,612	–	–	0.38%	59
2025 Q3	$1.63M	Sell	13,612 -421	-3%	-$50.1K	0.39%	57
2025 Q2	$1.67M	Buy	14,033 +1,767	+14%	+$208K	0.42%	55
2025 Q1	$1.45M	Buy	+12,266	New	+$1.43M	0.38%	60

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Advisory Solutions's IEI Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 83% in Q1 2026, selling an estimated $1.35M and leaving 2,333 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #111.

Wealth Advisory Solutions first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Wealth Advisory Solutions held 2,333 shares of iShares 3-7 Year Treasury Bond ETF worth $277K as of Q1 2026.
Wealth Advisory Solutions sold 11,279 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.35M.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of Wealth Advisory Solutions's portfolio in Q1 2026, its #111 holding.
Wealth Advisory Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Wealth Advisory Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $1.67M in Q2 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.