Ashton Thomas Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ashton Thomas Private Wealth’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	$85.2K	Buy	725 +23	+3%	+$2.71K	﹤0.01%	1295
2026 Q1	$83.2K	Buy	+702	New	+$83.7K	﹤0.01%	1209
2024 Q4	–	Sell	-3,777	Closed	-$452K	–	788
2024 Q3	$452K	Buy	3,777 +2,927	+344%	+$346K	0.02%	450
2024 Q2	$98.2K	Buy	+850	New	+$97.4K	0.01%	754
2022 Q3	–	Sell	-2,564	Closed	-$306K	–	466
2022 Q2	$306K	Sell	2,564 -672	-21%	-$80.3K	0.03%	373
2022 Q1	$395K	Buy	3,236 +88	+3%	+$11K	0.03%	373
2021 Q4	$405K	Buy	+3,148	New	+$406K	0.04%	349

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

Ashton Thomas Private Wealth's IEI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.3% in Q2 2026, buying an estimated $2.71K and bringing the position to 725 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Ashton Thomas Private Wealth first reported a position in IEI in Q4 2021 and has held it in 7 quarters since. The position peaked at $452K in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Ashton Thomas Private Wealth held 725 shares of iShares 3-7 Year Treasury Bond ETF worth $85.2K as of Q2 2026.
Ashton Thomas Private Wealth bought 23 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.71K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1295 holding.
Ashton Thomas Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $452K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.