Wealthspire Advisors (New York)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealthspire Advisors (New York)’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	$457K	Hold	3,852	–	–	﹤0.01%	600
2025 Q4	$460K	Buy	3,852 +346	+10%	+$41.4K	﹤0.01%	642
2025 Q3	$419K	Hold	3,506	–	–	﹤0.01%	577
2025 Q2	$418K	Sell	3,506 -3,540	-50%	-$418K	﹤0.01%	586
2025 Q1	$832K	Hold	7,046	–	–	0.01%	425
2024 Q4	$814K	Sell	7,046 -4,538	-39%	-$530K	0.01%	414
2024 Q3	$1.39M	Sell	11,584 -271	-2%	-$32K	0.01%	313
2024 Q2	$1.37M	Sell	11,855 -6,993	-37%	-$802K	0.02%	258
2024 Q1	$2.18M	Hold	18,848	–	–	0.03%	187
2023 Q4	$2.21M	Buy	18,848 +890	+5%	+$102K	0.03%	177
2023 Q3	$2.03M	Buy	17,958 +5,531	+45%	+$632K	0.03%	171
2023 Q2	$1.43M	Sell	12,427 -1,850	-13%	-$217K	0.02%	195
2023 Q1	$1.68M	Hold	14,277	–	–	0.03%	172
2022 Q4	$1.64M	Sell	14,277 -19,551	-58%	-$2.24M	0.03%	178
2022 Q3	$3.87M	Sell	33,828 -3,939	-10%	-$466K	0.08%	103
2022 Q2	$4.51M	Sell	37,767 -18,277	-33%	-$2.18M	0.09%	96
2022 Q1	$6.84M	Sell	56,044 -1,007	-2%	-$126K	0.15%	61
2021 Q4	$7.34M	Sell	57,051 -700	-1%	-$90.4K	0.16%	63
2021 Q3	$7.52M	Sell	57,751 -2,769	-5%	-$363K	0.16%	70
2021 Q2	$7.9M	Sell	60,520 -3,329	-5%	-$435K	0.21%	55
2021 Q1	$8.29M	Sell	63,849 -3,874	-6%	-$510K	0.2%	65
2020 Q4	$9.01M	Sell	67,723 -7,319	-10%	-$973K	0.27%	52
2020 Q3	$10M	Sell	75,042 -1,344	-2%	-$180K	0.6%	23
2020 Q2	$10.2M	Sell	76,386 -7,869	-9%	-$1.05M	0.71%	22
2020 Q1	$11.2M	Sell	84,255 -8,738	-9%	-$1.13M	0.47%	30
2019 Q4	$11.7M	Sell	92,993 -5,122	-5%	-$647K	0.85%	15
2019 Q3	$12.4M	Sell	98,115 -6,528	-6%	-$825K	1.02%	13
2019 Q2	$13.2M	Sell	104,643 -12,351	-11%	-$1.53M	1.15%	12
2019 Q1	$14.4M	Sell	116,994 -62,044	-35%	-$7.55M	1.34%	12
2018 Q4	$21.7M	Buy	+179,038	New	+$21.4M	2.09%	11

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

Wealthspire Advisors (New York)'s IEI Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 3,852 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Wealthspire Advisors (New York) first reported a position in IEI in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.7M in Q4 2018. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Wealthspire Advisors (New York) held 3,852 shares of iShares 3-7 Year Treasury Bond ETF worth $457K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #600 holding.
Wealthspire Advisors (New York) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares 3-7 Year Treasury Bond ETF position peaked at $21.7M in Q4 2018.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.