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Ares Financial Consulting’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ares Financial Consulting’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 		$48.6K Hold
414
– – 0.03% 234
2026
Q1 		$48.9K Hold
414
– – 0.04% 218
2025
Q4 		$49.4K Buy
+414
New +$49.5K 0.05% 159

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Janney Montgomery Scott
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TWM
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FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
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

Ares Financial Consulting's IEI Position: Q2 2026 in Review

Ares Financial Consulting held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 414 shares worth $48.6K. The position accounts for 0.03% of the portfolio, ranked #234.

Ares Financial Consulting first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.4K in Q4 2025. 476 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Ares Financial Consulting held 414 shares of iShares 3-7 Year Treasury Bond ETF worth $48.6K as of Q2 2026.
  • Ares Financial Consulting left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #234 holding.
  • Ares Financial Consulting first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's iShares 3-7 Year Treasury Bond ETF position peaked at $49.4K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.