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 Q2	$2.48M	Sell	20,953 -19	-0.1%	-$2.24K	0.04%	423
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 $1.81T 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

World Investment Advisors's IEI Position: Q2 2026 in Review

World Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.09% in Q2 2026, selling an estimated $2.24K and leaving 20,953 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #423.

World Investment Advisors first reported a position in IEI in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.39M in Q1 2025. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

World Investment Advisors held 20,953 shares of iShares 3-7 Year Treasury Bond ETF worth $2.48M as of Q2 2026.
World Investment Advisors sold 19 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.24K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #423 holding.
World Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
World Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.39M in Q1 2025.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.