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 Q3	$265K	Hold	2,333	–	–	0.05%	123
2026 Q2	$274K	Hold	2,333	–	–	0.06%	121
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Wealth Advisory Solutions's IEI Position: Q3 2026 in Review

Wealth Advisory Solutions held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 2,333 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #123.

Wealth Advisory Solutions first reported a position in IEI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.67M in Q2 2025. 234 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Wealth Advisory Solutions held 2,333 shares of iShares 3-7 Year Treasury Bond ETF worth $265K as of Q3 2026.
Wealth Advisory Solutions left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #123 holding.
Wealth Advisory Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Advisory Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $1.67M in Q2 2025.
234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.