Apella Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Apella Capital’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	$820K	Hold	7,020	–	–	0.01%	397
2026 Q1	$836K	Sell	7,020 -207	-3%	-$24.7K	0.01%	390
2025 Q4	$863K	Hold	7,227	–	–	0.02%	292
2025 Q3	$870K	Sell	7,227 -4,041	-36%	-$481K	0.02%	266
2025 Q2	$1.33M	Buy	11,268 +4	+0%	+$472	0.04%	188
2025 Q1	$1.33M	Sell	11,264 -518	-4%	-$60.3K	0.05%	164
2024 Q4	$1.36M	Buy	+11,782	New	+$1.38M	0.05%	142

Other funds holding IEI

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

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Apella Capital's IEI Position: Q2 2026 in Review

Apella Capital held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 7,020 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #397.

Apella Capital first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2024. 167 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Apella Capital held 7,020 shares of iShares 3-7 Year Treasury Bond ETF worth $820K as of Q2 2026.
Apella Capital left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #397 holding.
Apella Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Apella Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $1.36M in Q4 2024.
167 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.