49 Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

49 Wealth Management’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	$3.12M	Buy	+26,529	New	+$3.12M	0.59%	41

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

49 Wealth Management's IEI Position: Q2 2026 in Review

49 Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 26,529 shares worth $3.12M. The stake represents 0.59% of the portfolio and ranks #41 among its holdings.

817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

49 Wealth Management held 26,529 shares of iShares 3-7 Year Treasury Bond ETF worth $3.12M as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new 49 Wealth Management position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.59% of 49 Wealth Management's portfolio in Q2 2026, its #41 holding.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.