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

Benchmark Financial’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 		$7.8M Buy
66,408
+1,428
+2% +$168K 6.36% 4
2026
Q1 		$7.71M Buy
64,980
+10,590
+19% +$1.26M 6.92% 4
2025
Q4 		$6.49M Buy
+54,390
New +$6.51M 6.47% 4

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Benchmark Financial's IEI Position: Q2 2026 in Review

Benchmark Financial increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.2% in Q2 2026, buying an estimated $168K and bringing the position to 66,408 shares worth $7.8M. The position accounts for 6.36% of the portfolio, ranked #4.

Benchmark Financial first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Benchmark Financial held 66,408 shares of iShares 3-7 Year Treasury Bond ETF worth $7.8M as of Q2 2026.
  • Benchmark Financial bought 1,428 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $168K.
  • iShares 3-7 Year Treasury Bond ETF made up 6.36% of Benchmark Financial's portfolio in Q2 2026, its #4 holding.
  • Benchmark Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.