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

WestEnd 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 		$129M Sell
1,099,976
-105,888
-9% -$12.5M 2.88% 9
2026
Q1 		$143M Buy
1,205,864
+32,822
+3% +$3.91M 3.45% 8
2025
Q4 		$140M Buy
1,173,042
+17,576
+2% +$2.1M 3.26% 9
2025
Q3 		$138M Buy
1,155,466
+139,823
+14% +$16.6M 3.23% 11
2025
Q2 		$121M Sell
1,015,643
-122,784
-11% -$14.5M 3% 11
2025
Q1 		$134M Sell
1,138,427
-15,048
-1% -$1.75M 3.57% 9
2024
Q4 		$133M Sell
1,153,475
-52,461
-4% -$6.12M 3.39% 9
2024
Q3 		$144M Sell
1,205,936
-49,970
-4% -$5.91M 3.54% 9
2024
Q2 		$145M Sell
1,255,906
-17,367
-1% -$1.99M 3.75% 8
2024
Q1 		$147M Sell
1,273,273
-19,156
-1% -$2.22M 3.82% 7
2023
Q4 		$151M Sell
1,292,429
-27,154
-2% -$3.1M 4.15% 8
2023
Q3 		$149M Buy
1,319,583
+20,443
+2% +$2.34M 4.49% 8
2023
Q2 		$150M Buy
+1,299,140
New +$152M 4.41% 8
2023
Q1 		– Sell
-1,119,864
Closed -$130M – 8
2022
Q4 		$129M Sell
1,119,864
-58,866
-5% -$6.75M 4.21% 8
2022
Q3 		$135M Buy
1,178,730
+374,025
+46% +$44.3M 4.51% 6
2022
Q2 		$96M Buy
+804,705
New +$96.2M 3.03% 10
2022
Q1 		– Sell
-451,320
Closed -$56.6M – 49
2021
Q4 		$58.1M Buy
+451,320
New +$58.3M 1.58% 13
2021
Q3 		– Hold
0
– – – 14
2021
Q2 		– Sell
-269,970
Closed -$35.2M – 17
2021
Q1 		$35.1M Buy
269,970
+46,717
+21% +$6.15M 1.41% 34
2020
Q4 		$29.7M Buy
223,253
+11,230
+5% +$1.49M 1.5% 33
2020
Q3 		$28.3M Buy
212,023
+40,350
+24% +$5.39M 1.67% 31
2020
Q2 		$22.9M Sell
171,673
-8,926
-5% -$1.19M 1.54% 33
2020
Q1 		$24.1M Buy
+180,599
New +$23.3M 2.01% 31

Other funds holding IEI

CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

WestEnd Advisors's IEI Position: Q2 2026 in Review

WestEnd Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.8% in Q2 2026, selling an estimated $12.5M and leaving 1,099,976 shares worth $129M. The position accounts for 2.88% of the portfolio, ranked #9.

WestEnd Advisors first reported a position in IEI in Q1 2020 and has held it in 22 quarters since. The position peaked at $151M in Q4 2023. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • WestEnd Advisors held 1,099,976 shares of iShares 3-7 Year Treasury Bond ETF worth $129M as of Q2 2026.
  • WestEnd Advisors sold 105,888 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.5M.
  • iShares 3-7 Year Treasury Bond ETF made up 2.88% of WestEnd Advisors's portfolio in Q2 2026, its #9 holding.
  • WestEnd Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • WestEnd Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $151M in Q4 2023.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.