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Axxcess Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Axxcess Wealth Management’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 		$19.7M Buy
168,029
+130,509
+348% +$15.4M 0.31% 66
2026
Q1 		$4.45M Sell
37,520
-57,877
-61% -$6.9M 0.14% 125
2025
Q4 		$11.4M Buy
95,397
+15,197
+19% +$1.82M 0.2% 99
2025
Q3 		$9.58M Buy
80,200
+24,849
+45% +$2.96M 0.2% 92
2025
Q2 		$6.59M Buy
55,351
+780
+1% +$92K 0.15% 115
2025
Q1 		$6.45M Buy
54,571
+13,596
+33% +$1.58M 0.17% 111
2024
Q4 		$4.73M Sell
40,975
-22,216
-35% -$2.59M 0.11% 144
2024
Q3 		$7.56M Sell
63,191
-1,329
-2% -$157K 0.19% 96
2024
Q2 		$7.45M Sell
64,520
-246
-0.4% -$28.2K 0.2% 93
2024
Q1 		$7.5M Buy
64,766
+38,923
+151% +$4.52M 0.21% 93
2023
Q4 		$3.03M Buy
25,843
+3,520
+16% +$402K 0.09% 181
2023
Q3 		$2.53M Buy
22,323
+17,741
+387% +$2.03M 0.09% 172
2023
Q2 		$528K Sell
4,582
-105,632
-96% -$12.4M 0.04% 343
2023
Q1 		$13M Buy
110,214
+3,538
+3% +$411K 0.98% 16
2022
Q4 		$12.3M Sell
106,676
-3,322
-3% -$381K 1.01% 14
2022
Q3 		$12.6M Buy
109,998
+100,154
+1,017% +$11.9M 1.19% 13
2022
Q2 		$1.18M Buy
9,844
+89
+0.9% +$10.6K 0.11% 165
2022
Q1 		$1.19M Buy
9,755
+5,508
+130% +$691K 0.09% 189
2021
Q4 		$546K Buy
+4,247
New +$548K 0.04% 338

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axxcess Wealth Management's IEI Position: Q2 2026 in Review

Axxcess Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 348% in Q2 2026, buying an estimated $15.4M and bringing the position to 168,029 shares worth $19.7M. The position accounts for 0.31% of the portfolio, ranked #66.

Axxcess Wealth Management first reported a position in IEI in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Axxcess Wealth Management held 168,029 shares of iShares 3-7 Year Treasury Bond ETF worth $19.7M as of Q2 2026.
  • Axxcess Wealth Management bought 130,509 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.4M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.31% of Axxcess Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Axxcess Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.