Argent Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Argent 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	$658K	Buy	5,600 +278	+5%	+$32.7K	0.16%	108
2026 Q1	$631K	Hold	5,322	–	–	0.17%	107
2025 Q4	$635K	Buy	5,322 +505	+10%	+$60.4K	0.18%	104
2025 Q3	$576K	Buy	4,817 +232	+5%	+$27.6K	0.17%	104
2025 Q2	$546K	Sell	4,585 -504	-10%	-$59.5K	0.17%	103
2025 Q1	$601K	Buy	5,089 +15	+0.3%	+$1.75K	0.2%	97
2024 Q4	$586K	Sell	5,074 -18	-0.4%	-$2.1K	0.22%	90
2024 Q3	$609K	Buy	5,092 +196	+4%	+$23.2K	0.23%	92
2024 Q2	$565K	Sell	4,896 -136	-3%	-$15.6K	0.22%	92
2024 Q1	$583K	Sell	5,032 -513	-9%	-$59.5K	0.23%	87
2023 Q4	$649K	Buy	5,545 +764	+16%	+$87.2K	0.28%	84
2023 Q3	$541K	Buy	4,781 +109	+2%	+$12.5K	0.25%	86
2023 Q2	$538K	Buy	+4,672	New	+$547K	0.25%	85

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Argent Advisors's IEI Position: Q2 2026 in Review

Argent Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.2% in Q2 2026, buying an estimated $32.7K and bringing the position to 5,600 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #108.

Argent Advisors first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Argent Advisors held 5,600 shares of iShares 3-7 Year Treasury Bond ETF worth $658K as of Q2 2026.
Argent Advisors bought 278 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $32.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.16% of Argent Advisors's portfolio in Q2 2026, its #108 holding.
Argent Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.