Action Point Financial Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Action Point Financial Planning’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	$2.35M	Buy	+19,977	New	+$2.35M	0.24%	90

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

Action Point Financial Planning's IEI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 19,977 shares worth $2.35M. The stake represents 0.24% of the portfolio and ranks #90 among its holdings.

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

Action Point Financial Planning held 19,977 shares of iShares 3-7 Year Treasury Bond ETF worth $2.35M as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.24% of Action Point Financial Planning's portfolio in Q2 2026, its #90 holding.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.