1 North Wealth Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

1 North Wealth Services’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	$5.37M	Buy	45,734 +2,116	+5%	+$249K	1.76%	23
2026 Q1	$5.17M	Sell	43,618 -693	-2%	-$82.7K	1.87%	21
2025 Q4	$5.29M	Buy	44,311 +478	+1%	+$57.2K	1.86%	21
2025 Q3	$5.24M	Sell	43,833 -218	-0.5%	-$25.9K	2.15%	17
2025 Q2	$5.25M	Buy	44,051 +26,624	+153%	+$3.14M	2.08%	18
2025 Q1	$2.06M	Buy	17,427 +186	+1%	+$21.7K	0.95%	27
2024 Q4	$1.99M	Buy	+17,241	New	+$2.01M	0.84%	33

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

1 North Wealth Services's IEI Position: Q2 2026 in Review

1 North Wealth Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.9% in Q2 2026, buying an estimated $249K and bringing the position to 45,734 shares worth $5.37M. The position accounts for 1.76% of the portfolio, ranked #23.

1 North Wealth Services first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

1 North Wealth Services held 45,734 shares of iShares 3-7 Year Treasury Bond ETF worth $5.37M as of Q2 2026.
1 North Wealth Services bought 2,116 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $249K.
iShares 3-7 Year Treasury Bond ETF made up 1.76% of 1 North Wealth Services's portfolio in Q2 2026, its #23 holding.
1 North Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.