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

Arvest 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 		– Sell
-94,147
Closed -$11.2M – 224
2026
Q1 		$11.2M Buy
94,147
+5,219
+6% +$622K 1.52% 18
2025
Q4 		$10.6M Sell
88,928
-19
-0% -$2.27K 1.49% 17
2025
Q3 		$10.6M Buy
88,947
+47,787
+116% +$5.68M 1.53% 16
2025
Q2 		$4.9M Sell
41,160
-256
-0.6% -$30.2K 0.74% 33
2025
Q1 		$4.89M Buy
41,416
+636
+2% +$74.1K 0.77% 33
2024
Q4 		$4.71M Sell
40,780
-410
-1% -$47.9K 0.75% 32
2024
Q3 		$4.93M Buy
41,190
+49
+0.1% +$5.79K 0.74% 31
2024
Q2 		$4.75M Buy
41,141
+1,180
+3% +$135K 0.76% 31
2024
Q1 		$4.63M Buy
39,961
+1,323
+3% +$154K 0.73% 31
2023
Q4 		$4.53M Buy
+38,638
New +$4.41M 0.74% 31

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Arvest Investments's IEI Position: Q2 2026 in Review

Arvest Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 94,147 shares — an estimated $11.2M sold.

Arvest Investments first reported a position in IEI in Q4 2023 and held it in 10 quarters. The position peaked at $11.2M in Q1 2026. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Arvest Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Arvest Investments sold 94,147 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.2M.
  • Arvest Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
  • Arvest Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $11.2M in Q1 2026.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.