Wealthfront Advisers
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Wealthfront Advisers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealthfront Advisers’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 		$2.87M Sell
24,455
-771
-3% -$90.8K 0.01% 554
2026
Q1 		$2.99M Buy
25,226
+8,004
+46% +$955K 0.01% 530
2025
Q4 		$2.06M Buy
17,222
+5,242
+44% +$627K ﹤0.01% 589
2025
Q3 		$1.43M Sell
11,980
-345
-3% -$41K ﹤0.01% 640
2025
Q2 		$1.47M Buy
12,325
+746
+6% +$88K ﹤0.01% 621
2025
Q1 		$1.37M Sell
11,579
-544
-4% -$63.3K ﹤0.01% 607
2024
Q4 		$1.4M Buy
12,123
+2,328
+24% +$272K ﹤0.01% 603
2024
Q3 		$1.17M Buy
9,795
+818
+9% +$96.7K ﹤0.01% 614
2024
Q2 		$1.04M Buy
8,977
+1,485
+20% +$170K ﹤0.01% 615
2024
Q1 		$868K Sell
7,492
-33
-0.4% -$3.83K ﹤0.01% 642
2023
Q4 		$881K Buy
7,525
+2,928
+64% +$334K ﹤0.01% 612
2023
Q3 		$520K Buy
4,597
+250
+6% +$28.6K ﹤0.01% 679
2023
Q2 		$501K Sell
4,347
-2,200
-34% -$258K ﹤0.01% 676
2023
Q1 		$770K Buy
6,547
+2,487
+61% +$289K ﹤0.01% 575
2022
Q4 		$466K Buy
4,060
+536
+15% +$61.5K ﹤0.01% 641
2022
Q3 		$403K Buy
+3,524
New +$417K ﹤0.01% 649
2022
Q2 		– Sell
-12,174
Closed -$1.49M – 785
2022
Q1 		$1.49M Sell
12,174
-17
-0.1% -$2.13K 0.01% 457
2021
Q4 		$1.57M Buy
12,191
+982
+9% +$127K 0.01% 430
2021
Q3 		$1.46M Buy
+11,209
New +$1.47M 0.01% 413

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Wealthfront Advisers's IEI Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.1% in Q2 2026, selling an estimated $90.8K and leaving 24,455 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #554.

Wealthfront Advisers first reported a position in IEI in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.99M in Q1 2026. 666 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Wealthfront Advisers held 24,455 shares of iShares 3-7 Year Treasury Bond ETF worth $2.87M as of Q2 2026.
  • Wealthfront Advisers sold 771 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $90.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #554 holding.
  • Wealthfront Advisers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Wealthfront Advisers's iShares 3-7 Year Treasury Bond ETF position peaked at $2.99M in Q1 2026.
  • 666 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.