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 Q3	$6.99M	Sell	61,637 -3,900	-6%	-$452K	3.23%	6
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

4J Wealth Management's IEI Position: Q3 2026 in Review

4J Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6% in Q3 2026, selling an estimated $452K and leaving 61,637 shares worth $6.99M. The position accounts for 3.23% of the portfolio, ranked #6.

4J Wealth Management first reported a position in IEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.7M in Q2 2026. 485 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

4J Wealth Management held 61,637 shares of iShares 3-7 Year Treasury Bond ETF worth $6.99M as of Q3 2026.
4J Wealth Management sold 3,900 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $452K.
iShares 3-7 Year Treasury Bond ETF made up 3.23% of 4J Wealth Management's portfolio in Q3 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 8 quarters since.
4J Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7.7M in Q2 2026.
485 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.