Arrien Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Arrien Investments’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	$522K	Buy	4,443 +1,731	+64%	+$204K	0.26%	29
2026 Q1	$322K	Buy	2,712 +146	+6%	+$17.4K	0.17%	32
2025 Q4	$306K	Sell	2,566 -528	-17%	-$63.2K	0.17%	32
2025 Q3	$370K	Sell	3,094 -345	-10%	-$41K	0.22%	28
2025 Q2	$410K	Buy	+3,439	New	+$406K	0.26%	29
2023 Q4	–	Sell	-5,659	Closed	-$640K	–	38
2023 Q3	$640K	Buy	5,659 +860	+18%	+$98.3K	0.6%	21
2023 Q2	$553K	Buy	+4,799	New	+$562K	0.47%	24

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

Arrien Investments's IEI Position: Q2 2026 in Review

Arrien Investments increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 64% in Q2 2026, buying an estimated $204K and bringing the position to 4,443 shares worth $522K. The position accounts for 0.26% of the portfolio, ranked #29.

Arrien Investments first reported a position in IEI in Q2 2023 and has held it in 7 quarters since. The position peaked at $640K in Q3 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Arrien Investments held 4,443 shares of iShares 3-7 Year Treasury Bond ETF worth $522K as of Q2 2026.
Arrien Investments bought 1,731 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $204K.
iShares 3-7 Year Treasury Bond ETF made up 0.26% of Arrien Investments's portfolio in Q2 2026, its #29 holding.
Arrien Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
Arrien Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $640K in Q3 2023.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.