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Boltwood Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boltwood Capital 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 		$11.7M Buy
99,909
+1,836
+2% +$216K 2.69% 5
2026
Q1 		$11.6M Sell
98,073
-210
-0.2% -$25K 2.97% 5
2025
Q4 		$11.7M Buy
98,283
+2,480
+3% +$297K 3.05% 6
2025
Q3 		$11.4M Sell
95,803
-354
-0.4% -$42.1K 3.05% 6
2025
Q2 		$11.5M Buy
96,157
+289
+0.3% +$34.1K 3.26% 4
2025
Q1 		$11.3M Sell
95,868
-1,761
-2% -$205K 3.44% 5
2024
Q4 		$11.3M Buy
97,629
+5,304
+6% +$619K 3.44% 5
2024
Q3 		$11M Buy
92,325
+1,281
+1% +$151K 3.27% 5
2024
Q2 		$10.5M Sell
91,044
-8,690
-9% -$996K 3.28% 5
2024
Q1 		$11.6M Sell
99,734
-4,837
-5% -$561K 3.58% 4
2023
Q4 		$12.2M Sell
104,571
-36,838
-26% -$4.2M 4.06% 4
2023
Q3 		$16M Buy
141,409
+26,300
+23% +$3.01M 5.93% 2
2023
Q2 		$13.3M Buy
115,109
+22,773
+25% +$2.67M 4.78% 2
2023
Q1 		$10.9M Buy
92,336
+3,586
+4% +$417K 4.06% 3
2022
Q4 		$10.2M Buy
88,750
+23,563
+36% +$2.7M 4.14% 4
2022
Q3 		$7.45M Buy
65,187
+17,810
+38% +$2.11M 3.41% 5
2022
Q2 		$5.65M Buy
47,377
+26,975
+132% +$3.22M 2.45% 5
2022
Q1 		$2.49M Buy
20,402
+2,287
+13% +$287K 0.96% 32
2021
Q4 		$2.33M Sell
18,115
-817
-4% -$105K 0.86% 35
2021
Q3 		$2.46M Buy
18,932
+2,379
+14% +$312K 0.99% 30
2021
Q2 		$2.16M Buy
16,553
+1,488
+10% +$194K 0.9% 38
2021
Q1 		$1.96M Buy
15,065
+7,377
+96% +$970K 0.87% 39
2020
Q4 		$1.02M Buy
7,688
+1,713
+29% +$228K 0.5% 64
2020
Q3 		$798K Buy
+5,975
New +$798K 0.45% 74

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Boltwood Capital Management's IEI Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, buying an estimated $216K and bringing the position to 99,909 shares worth $11.7M. The position accounts for 2.69% of the portfolio, ranked #5.

Boltwood Capital Management first reported a position in IEI in Q3 2020 and has held it in 24 quarters since. The position peaked at $16M in Q3 2023. 234 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Boltwood Capital Management held 99,909 shares of iShares 3-7 Year Treasury Bond ETF worth $11.7M as of Q2 2026.
  • Boltwood Capital Management bought 1,836 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $216K.
  • iShares 3-7 Year Treasury Bond ETF made up 2.69% of Boltwood Capital Management's portfolio in Q2 2026, its #5 holding.
  • Boltwood Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Boltwood Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $16M in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.