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

BAM 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 		$272K Sell
2,312
-37
-2% -$4.36K 0.17% 145
2026
Q1 		$279K Buy
2,349
+240
+11% +$28.6K 0.21% 124
2025
Q4 		$252K Buy
2,109
+265
+14% +$31.7K 0.18% 130
2025
Q3 		$220K Buy
+1,844
New +$219K 0.17% 137

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

BAM Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.6% in Q2 2026, selling an estimated $4.36K and leaving 2,312 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #145.

BAM Wealth Management first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q1 2026. 506 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • BAM Wealth Management held 2,312 shares of iShares 3-7 Year Treasury Bond ETF worth $272K as of Q2 2026.
  • BAM Wealth Management sold 37 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.36K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.17% of BAM Wealth Management's portfolio in Q2 2026, its #145 holding.
  • BAM Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $279K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.