AAG
IEI icon

Armstrong Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Armstrong Advisory Group’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 		$77.2M Sell
657,428
-427,059
-39% -$50.3M 4.7% 5
2026
Q1 		$129M Buy
1,084,487
+96,090
+10% +$11.5M 8.63% 2
2025
Q4 		$118M Buy
988,397
+30,837
+3% +$3.69M 7.97% 2
2025
Q3 		$114M Buy
957,560
+15,326
+2% +$1.82M 8.07% 2
2025
Q2 		$112M Buy
942,234
+551,950
+141% +$65.1M 8.5% 2
2025
Q1 		$45.1M Hold
390,284
– – 3.6% 7
2024
Q4 		$45.1M Buy
390,284
+17,413
+5% +$2.03M 3.6% 7
2024
Q3 		$44.6M Buy
372,871
+41,279
+12% +$4.88M 3.69% 8
2024
Q2 		$38.3M Buy
331,592
+48,469
+17% +$5.56M 3.39% 9
2024
Q1 		$33.2M Hold
283,123
– – 3.22% 11
2023
Q4 		$33.2M Buy
283,123
+75,261
+36% +$8.59M 3.22% 11
2023
Q3 		$23.5M Buy
+207,862
New +$23.8M 2.57% 14

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 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
Wealth Enhancement Advisory Services
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Armstrong Advisory Group's IEI Position: Q2 2026 in Review

Armstrong Advisory Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 39% in Q2 2026, selling an estimated $50.3M and leaving 657,428 shares worth $77.2M. The position accounts for 4.7% of the portfolio, ranked #5.

Armstrong Advisory Group first reported a position in IEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $129M in Q1 2026. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Armstrong Advisory Group held 657,428 shares of iShares 3-7 Year Treasury Bond ETF worth $77.2M as of Q2 2026.
  • Armstrong Advisory Group sold 427,059 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.3M.
  • iShares 3-7 Year Treasury Bond ETF made up 4.7% of Armstrong Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Armstrong Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Armstrong Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $129M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.