Blue Fin Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Blue Fin Capital’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	$6.18M	Buy	52,614 +1,186	+2%	+$140K	0.89%	25
2026 Q1	$6.1M	Buy	51,428 +6,123	+14%	+$730K	1%	21
2025 Q4	$5.41M	Buy	45,305 +7,001	+18%	+$838K	0.84%	24
2025 Q3	$4.58M	Buy	38,304 +1,016	+3%	+$121K	0.72%	29
2025 Q2	$4.44M	Buy	37,288 +1,298	+4%	+$153K	0.76%	27
2025 Q1	$4.25M	Buy	35,990 +892	+3%	+$104K	0.82%	23
2024 Q4	$4.06M	Buy	35,098 +2,012	+6%	+$235K	0.75%	25
2024 Q3	$3.96M	Buy	33,086 +5,510	+20%	+$651K	0.75%	25
2024 Q2	$3.18M	Buy	27,576 +3,521	+15%	+$404K	0.64%	33
2024 Q1	$2.79M	Buy	24,055 +4,402	+22%	+$511K	0.62%	37
2023 Q4	$2.3M	Buy	19,653 +5,903	+43%	+$674K	0.59%	36
2023 Q3	$1.56M	Buy	13,750 +2,348	+21%	+$268K	0.45%	48
2023 Q2	$1.31M	Buy	11,402 +1,931	+20%	+$226K	0.38%	56
2023 Q1	$1.13M	Buy	9,471 +3,267	+53%	+$380K	0.36%	61
2022 Q4	$713K	Buy	6,204 +2,541	+69%	+$291K	0.26%	74
2022 Q3	$418K	Buy	+3,663	New	+$434K	0.16%	89

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Blue Fin Capital's IEI Position: Q2 2026 in Review

Blue Fin Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q2 2026, buying an estimated $140K and bringing the position to 52,614 shares worth $6.18M. The position accounts for 0.89% of the portfolio, ranked #25.

Blue Fin Capital first reported a position in IEI in Q3 2022 and has held it in 16 quarters since. 443 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Blue Fin Capital held 52,614 shares of iShares 3-7 Year Treasury Bond ETF worth $6.18M as of Q2 2026.
Blue Fin Capital bought 1,186 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $140K.
iShares 3-7 Year Treasury Bond ETF made up 0.89% of Blue Fin Capital's portfolio in Q2 2026, its #25 holding.
Blue Fin Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
443 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.