AWM
IEI icon

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

Accurate 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 		$244K Sell
2,090
-38
-2% -$4.47K 0.02% 504
2026
Q1 		$252K Buy
2,128
+30
+1% +$3.58K 0.03% 458
2025
Q4 		$250K Sell
2,098
-80
-4% -$9.57K 0.03% 443
2025
Q3 		$261K Buy
+2,178
New +$259K 0.03% 421
2025
Q1 		– Sell
-3,792
Closed -$435K – 387
2024
Q4 		$435K Sell
3,792
-317
-8% -$37K 0.08% 224
2024
Q3 		$485K Buy
4,109
+1,681
+69% +$199K 0.1% 199
2024
Q2 		$283K Buy
+2,428
New +$278K 0.07% 243
2023
Q1 		– Sell
-190
Closed -$22.1K – 795
2022
Q4 		$22.1K Buy
+190
New +$21.8K 0.01% 651

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

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

Accurate Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.8% in Q2 2026, selling an estimated $4.47K and leaving 2,090 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #504.

Accurate Wealth Management first reported a position in IEI in Q4 2022 and has held it in 8 quarters since. The position peaked at $485K in Q3 2024. 320 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Accurate Wealth Management held 2,090 shares of iShares 3-7 Year Treasury Bond ETF worth $244K as of Q2 2026.
  • Accurate Wealth Management sold 38 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.47K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Accurate Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • Accurate Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $485K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.