4WM
IEI icon

4J Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

4J 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 		$7.7M Buy
65,537
+7,743
+13% +$912K 3.78% 6
2026
Q1 		$6.85M Buy
57,794
+3,782
+7% +$451K 3.9% 7
2025
Q4 		$6.45M Buy
54,012
+12,060
+29% +$1.44M 3.69% 7
2025
Q3 		$5.01M Buy
41,952
+7,752
+23% +$922K 2.95% 8
2025
Q2 		$4.07M Sell
34,200
-214
-0.6% -$25.2K 2.75% 9
2025
Q1 		$4.07M Buy
34,414
+2,429
+8% +$283K 3.21% 7
2024
Q4 		$3.7M Buy
+31,985
New +$3.73M 2.99% 9

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

4J Wealth Management's IEI Position: Q2 2026 in Review

4J Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q2 2026, buying an estimated $912K and bringing the position to 65,537 shares worth $7.7M. The position accounts for 3.78% of the portfolio, ranked #6.

4J Wealth Management first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • 4J Wealth Management held 65,537 shares of iShares 3-7 Year Treasury Bond ETF worth $7.7M as of Q2 2026.
  • 4J Wealth Management bought 7,743 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $912K.
  • iShares 3-7 Year Treasury Bond ETF made up 3.78% of 4J Wealth Management's portfolio in Q2 2026, its #6 holding.
  • 4J Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.