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

Apollon 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 		– Sell
-19,260
Closed -$2.28M – 1625
2026
Q1 		$2.28M Buy
19,260
+13,576
+239% +$1.62M 0.04% 356
2025
Q4 		$678K Sell
5,684
-73
-1% -$8.74K 0.01% 718
2025
Q3 		$688K Buy
5,757
+182
+3% +$21.6K 0.01% 715
2025
Q2 		$664K Buy
5,575
+333
+6% +$39.3K 0.01% 691
2025
Q1 		$619K Sell
5,242
-191
-4% -$22.2K 0.01% 657
2024
Q4 		$628K Buy
5,433
+272
+5% +$31.7K 0.01% 665
2024
Q3 		$617K Sell
5,161
-95
-2% -$11.2K 0.02% 631
2024
Q2 		$607K Sell
5,256
-469
-8% -$53.8K 0.02% 607
2024
Q1 		$663K Sell
5,725
-1,167
-17% -$135K 0.02% 598
2023
Q4 		$807K Buy
6,892
+4,542
+193% +$518K 0.03% 522
2023
Q3 		$266K Sell
2,350
-125
-5% -$14.3K 0.01% 742
2023
Q2 		$285K Sell
2,475
-3
-0.1% -$351 0.01% 757
2023
Q1 		$291K Buy
+2,478
New +$288K 0.02% 682
2022
Q3 		– Sell
-2,326
Closed -$278K – 831
2022
Q2 		$278K Buy
2,326
+314
+16% +$37.5K 0.02% 585
2022
Q1 		$246K Buy
+2,012
New +$252K 0.02% 642

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

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

Apollon Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 19,260 shares — an estimated $2.28M sold.

Apollon Wealth Management first reported a position in IEI in Q1 2022 and held it in 15 quarters. The position peaked at $2.28M in Q1 2026. 234 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Apollon Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 19,260 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.28M.
  • Apollon Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 15 quarters.
  • Apollon Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.28M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.