West Paces Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

West Paces Advisors’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	$334K	Sell	2,842 -1,395	-33%	-$164K	0.06%	129
2026 Q1	$503K	Hold	4,237	–	–	0.1%	92
2025 Q4	$506K	Hold	4,237	–	–	0.1%	94
2025 Q3	$506K	Buy	4,237 +650	+18%	+$77.3K	0.1%	94
2025 Q2	$427K	Sell	3,587 -100	-3%	-$11.8K	0.09%	98
2025 Q1	$436K	Buy	3,687 +350	+10%	+$40.8K	0.1%	92
2024 Q4	$386K	Hold	3,337	–	–	0.09%	100
2024 Q3	$399K	Sell	3,337 -2,607	-44%	-$308K	0.1%	102
2024 Q2	$686K	Sell	5,944 -1,875	-24%	-$215K	0.18%	63
2024 Q1	$906K	Sell	7,819 -1,130	-13%	-$131K	0.24%	50
2023 Q4	$1.05M	Buy	8,949 +4,160	+87%	+$475K	0.29%	43
2023 Q3	$542K	Sell	4,789 -8,800	-65%	-$1.01M	0.17%	66
2023 Q2	$1.57M	Hold	13,589	–	–	0.46%	30
2023 Q1	$1.6M	Hold	13,589	–	–	0.5%	30
2022 Q4	$1.56M	Buy	13,589 +7,400	+120%	+$849K	0.5%	29
2022 Q3	$707K	Buy	6,189 +993	+19%	+$118K	0.25%	59
2022 Q2	$620K	Sell	5,196 -1,443	-22%	-$172K	0.21%	70
2022 Q1	$810K	Buy	6,639 +762	+13%	+$95.6K	0.25%	61
2021 Q4	$756K	Sell	5,877 -2,285	-28%	-$295K	0.24%	61
2021 Q3	$1.06M	Buy	+8,162	New	+$1.07M	0.37%	44

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

West Paces Advisors's IEI Position: Q2 2026 in Review

West Paces Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 33% in Q2 2026, selling an estimated $164K and leaving 2,842 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #129.

West Paces Advisors first reported a position in IEI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q1 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

West Paces Advisors held 2,842 shares of iShares 3-7 Year Treasury Bond ETF worth $334K as of Q2 2026.
West Paces Advisors sold 1,395 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of West Paces Advisors's portfolio in Q2 2026, its #129 holding.
West Paces Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
West Paces Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.6M in Q1 2023.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.