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

World Investment 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 Q1	$2.49M	Buy	20,972 +2,930	+16%	+$349K	0.04%	421
2025 Q4	$2.15M	Buy	18,042 +2,426	+16%	+$290K	0.04%	448
2025 Q3	$1.87M	Buy	15,616 +1,605	+11%	+$191K	0.04%	413
2025 Q2	$1.67M	Sell	14,011 -14,698	-51%	-$1.73M	0.04%	409
2025 Q1	$3.39M	Buy	28,709 +16,301	+131%	+$1.9M	0.09%	261
2024 Q4	$1.43M	Buy	12,408 +3,593	+41%	+$419K	0.04%	398
2024 Q3	$1.05M	Buy	+8,815	New	+$1.04M	0.03%	414
2020 Q4	–	Sell	-6,939	Closed	-$927K	–	232
2020 Q3	$927K	Hold	6,939	–	–	0.32%	53
2020 Q2	$926K	Sell	6,939 -11,017	-61%	-$1.47M	0.32%	53
2020 Q1	$2.39M	Buy	+17,956	New	+$2.31M	1.11%	22

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

World Investment Advisors's IEI Position: Q1 2026 in Review

World Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q1 2026, buying an estimated $349K and bringing the position to 20,972 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #421.

World Investment Advisors first reported a position in IEI in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.39M in Q1 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

World Investment Advisors held 20,972 shares of iShares 3-7 Year Treasury Bond ETF worth $2.49M as of Q1 2026.
World Investment Advisors bought 2,930 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $349K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of World Investment Advisors's portfolio in Q1 2026, its #421 holding.
World Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 10 quarters since.
World Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.39M in Q1 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.