Allen Mooney & Barnes Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$202K	Buy	1,720 +1	+0.1%	+$118	0.03%	149
2026 Q1	$204K	Buy	1,719 +1	+0.1%	+$119	0.03%	156
2025 Q4	$205K	Buy	1,718 +3	+0.2%	+$359	0.03%	156
2025 Q3	$205K	Buy	1,715 +1	+0.1%	+$119	0.03%	151
2025 Q2	$204K	Buy	1,714 +2	+0.1%	+$236	0.03%	150
2025 Q1	$202K	Buy	+1,712	New	+$199K	0.03%	150
2024 Q4	–	Sell	-1,709	Closed	-$204K	–	154
2024 Q3	$204K	Buy	+1,709	New	+$202K	0.03%	147

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IEI Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.06% in Q2 2026, buying an estimated $118 and bringing the position to 1,720 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #149.

Allen Mooney & Barnes Investment Advisors first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $205K in Q3 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 1,720 shares of iShares 3-7 Year Treasury Bond ETF worth $202K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors bought 1 iShares 3-7 Year Treasury Bond ETF share in Q2 2026, an estimated $118.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #149 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Allen Mooney & Barnes Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $205K in Q3 2025.
387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.