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

Bogart Wealth LLC’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	$26.4K	Hold	225	–	–	﹤0.01%	707
2026 Q1	$26.7K	Hold	225	–	–	﹤0.01%	646
2025 Q4	$26.9K	Hold	225	–	–	﹤0.01%	612
2025 Q3	$26.9K	Hold	225	–	–	﹤0.01%	591
2025 Q2	$26.8K	Hold	225	–	–	﹤0.01%	570
2025 Q1	$26.6K	Hold	225	–	–	﹤0.01%	523
2024 Q4	$26K	Hold	225	–	–	﹤0.01%	528
2024 Q3	$26.9K	Buy	225 +180	+400%	+$21.3K	﹤0.01%	503
2024 Q2	$5.2K	Hold	45	–	–	﹤0.01%	781
2024 Q1	$5.21K	Hold	45	–	–	﹤0.01%	759
2023 Q4	$5.27K	Hold	45	–	–	﹤0.01%	736
2023 Q3	$5.09K	Hold	45	–	–	﹤0.01%	713
2023 Q2	$5.19K	Sell	45 -523	-92%	-$61.3K	﹤0.01%	699
2023 Q1	$66.8K	Hold	568	–	–	﹤0.01%	281
2022 Q4	$65.3K	Hold	568	–	–	﹤0.01%	274
2022 Q3	$65K	Hold	568	–	–	0.01%	268
2022 Q2	$68K	Buy	+568	New	+$67.9K	0.01%	248

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

Bogart Wealth LLC's IEI Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 225 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Bogart Wealth LLC first reported a position in IEI in Q2 2022 and has held it in 17 quarters since. The position peaked at $68K in Q2 2022. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Bogart Wealth LLC held 225 shares of iShares 3-7 Year Treasury Bond ETF worth $26.4K as of Q2 2026.
Bogart Wealth LLC left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #707 holding.
Bogart Wealth LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $68K in Q2 2022.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.