ABLE Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ABLE Financial Group’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	$866K	Hold	7,632	–	–	0.14%	106
2026 Q2	$896K	Hold	7,632	–	–	0.15%	103
2026 Q1	$905K	Sell	7,632 -350	-4%	-$41.7K	0.18%	93
2025 Q4	$953K	Buy	7,982 +317	+4%	+$37.9K	0.19%	85
2025 Q3	$916K	Buy	7,665 +432	+6%	+$51.4K	0.2%	83
2025 Q2	$861K	Hold	7,233	–	–	0.21%	85
2025 Q1	$854K	Sell	7,233 -1	-0%	-$116	0.24%	76
2024 Q4	$836K	Hold	7,234	–	–	0.25%	76
2024 Q3	$865K	Buy	+7,234	New	+$855K	0.27%	67

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

ABLE Financial Group's IEI Position: Q3 2026 in Review

ABLE Financial Group held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 7,632 shares worth $866K. The position accounts for 0.14% of the portfolio, ranked #106.

ABLE Financial Group first reported a position in IEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $953K in Q4 2025. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

ABLE Financial Group held 7,632 shares of iShares 3-7 Year Treasury Bond ETF worth $866K as of Q3 2026.
ABLE Financial Group left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.14% of ABLE Financial Group's portfolio in Q3 2026, its #106 holding.
ABLE Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
ABLE Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $953K in Q4 2025.
252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.