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

Balance 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 Q3	$1.54K	Buy	+14	New	+$1.62K	﹤0.01%	796

Other funds holding IEI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Balance Wealth's IEI Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 14 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Balance Wealth held 14 shares of iShares 3-7 Year Treasury Bond ETF worth $1.54K as of Q3 2026.
iShares 3-7 Year Treasury Bond ETF was a new Balance Wealth position in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #796 holding.
729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.