Bedel Financial Consulting’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bedel Financial Consulting’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	$569K	Sell	4,843 -98	-2%	-$11.5K	0.05%	166
2026 Q1	$586K	Sell	4,941 -4,130	-46%	-$493K	0.07%	151
2025 Q4	$1.08M	Buy	+9,071	New	+$1.09M	0.12%	100
2020 Q4	–	Sell	-16	Closed	-$2K	–	850
2020 Q3	$2K	Hold	16	–	–	﹤0.01%	713
2020 Q2	$2K	Hold	16	–	–	﹤0.01%	688
2020 Q1	$2K	Hold	16	–	–	﹤0.01%	679
2019 Q4	$2K	Hold	16	–	–	﹤0.01%	681
2019 Q3	$2K	Hold	16	–	–	﹤0.01%	654
2019 Q2	$2K	Hold	16	–	–	﹤0.01%	647
2019 Q1	$2K	Hold	16	–	–	﹤0.01%	645
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	611
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	651
2018 Q2	$2K	Hold	16	–	–	﹤0.01%	620
2018 Q1	$2K	Buy	+16	New	+$1.93K	﹤0.01%	610

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

Bedel Financial Consulting's IEI Position: Q2 2026 in Review

Bedel Financial Consulting reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2% in Q2 2026, selling an estimated $11.5K and leaving 4,843 shares worth $569K. The position accounts for 0.05% of the portfolio, ranked #166.

Bedel Financial Consulting first reported a position in IEI in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Bedel Financial Consulting held 4,843 shares of iShares 3-7 Year Treasury Bond ETF worth $569K as of Q2 2026.
Bedel Financial Consulting sold 98 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.5K.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Bedel Financial Consulting's portfolio in Q2 2026, its #166 holding.
Bedel Financial Consulting first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and has held it in 14 quarters since.
Bedel Financial Consulting's iShares 3-7 Year Treasury Bond ETF position peaked at $1.08M in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.