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

Alchemi Wealth’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	$292K	Buy	+2,572	New	+$298K	0.13%	133

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 11.9% 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

Alchemi Wealth's IEI Position: Q3 2026 in Review

Alchemi Wealth opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 2,572 shares worth $292K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings.

485 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Alchemi Wealth held 2,572 shares of iShares 3-7 Year Treasury Bond ETF worth $292K as of Q3 2026.
iShares 3-7 Year Treasury Bond ETF was a new Alchemi Wealth position in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.13% of Alchemi Wealth's portfolio in Q3 2026, its #133 holding.
485 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

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