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

Aries 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	$380K	Hold	3,238	–	–	0.07%	175
2026 Q1	$384K	Hold	3,238	–	–	0.08%	171
2025 Q4	$386K	Hold	3,238	–	–	0.09%	167
2025 Q3	$387K	Hold	3,238	–	–	0.09%	166
2025 Q2	$386K	Hold	3,238	–	–	0.1%	158
2025 Q1	$383K	Hold	3,238	–	–	0.1%	162
2024 Q4	$374K	Hold	3,238	–	–	0.1%	163
2024 Q3	$387K	Buy	3,238 +91	+3%	+$10.8K	0.11%	160
2024 Q2	$363K	Hold	3,147	–	–	0.11%	144
2024 Q1	$364K	Buy	3,147 +172	+6%	+$20K	0.12%	144
2023 Q4	$348K	Hold	2,975	–	–	0.12%	140
2023 Q3	$335K	Hold	2,975	–	–	0.13%	138
2023 Q2	$343K	Hold	2,975	–	–	0.13%	140
2023 Q1	$350K	Sell	2,975 -96	-3%	-$11.2K	0.14%	137
2022 Q4	$353K	Buy	3,071 +320	+12%	+$36.7K	0.15%	130
2022 Q3	$312K	Buy	+2,751	New	+$326K	0.14%	136
2022 Q2	–	Sell	-9,390	Closed	-$1.15M	–	194
2022 Q1	$1.15M	Buy	+9,390	New	+$1.18M	0.5%	40

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 22.9% 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

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

Aries Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 3,238 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #175.

Aries Wealth Management first reported a position in IEI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q1 2022. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Aries Wealth Management held 3,238 shares of iShares 3-7 Year Treasury Bond ETF worth $380K as of Q2 2026.
Aries Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #175 holding.
Aries Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Aries Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.15M in Q1 2022.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.