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 Q3	$20.2M	Sell	178,126 -479,302	-73%	-$55.6M	1.22%	17
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Armstrong Advisory Group's IEI Position: Q3 2026 in Review

Armstrong Advisory Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 73% in Q3 2026, selling an estimated $55.6M and leaving 178,126 shares worth $20.2M. The position accounts for 1.22% of the portfolio, ranked #17.

Armstrong Advisory Group first reported a position in IEI in Q3 2023 and has held it in 13 quarters since. The position peaked at $129M in Q1 2026. 316 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Armstrong Advisory Group held 178,126 shares of iShares 3-7 Year Treasury Bond ETF worth $20.2M as of Q3 2026.
Armstrong Advisory Group sold 479,302 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $55.6M.
iShares 3-7 Year Treasury Bond ETF made up 1.22% of Armstrong Advisory Group's portfolio in Q3 2026, its #17 holding.
Armstrong Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Armstrong Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $129M in Q1 2026.
316 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.