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Bond & Devick Financial Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bond & Devick Financial Network’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 		$13M Buy
110,728
+788
+0.7% +$92.8K 3.2% 8
2026
Q1 		$13M Sell
109,940
-851
-0.8% -$102K 3.64% 6
2025
Q4 		$13.2M Buy
110,791
+493
+0.4% +$59K 3.72% 6
2025
Q3 		$13.2M Sell
110,298
-4,535
-4% -$539K 3.96% 6
2025
Q2 		$13.7M Sell
114,833
-9
-0% -$1.06K 4.55% 5
2025
Q1 		$13.6M Sell
114,842
-2,976
-3% -$347K 4.92% 5
2024
Q4 		$14.1M Hold
117,818
– – 6.02% 3
2024
Q3 		$14.1M Buy
117,818
+5,708
+5% +$675K 6.02% 3
2024
Q2 		$12.9M Buy
112,110
+1,961
+2% +$225K 6.94% 1
2024
Q1 		$12.8M Buy
110,149
+1,970
+2% +$229K 6.92% 1
2023
Q4 		$12.7M Buy
108,179
+820
+0.8% +$93.6K 7.21% 1
2023
Q3 		$12.1M Buy
107,359
+2,222
+2% +$254K 7.81% 1
2023
Q2 		$12.1M Buy
105,137
+3,720
+4% +$436K 7.53% 1
2023
Q1 		$11.9M Buy
101,417
+8,211
+9% +$954K 7.61% 1
2022
Q4 		$10.7M Buy
93,206
+53,955
+137% +$6.19M 7.63% 1
2022
Q3 		$4.49M Buy
39,251
+26,973
+220% +$3.19M 3.71% 8
2022
Q2 		$1.47M Buy
+12,278
New +$1.47M 1.28% 16

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bond & Devick Financial Network's IEI Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.72% in Q2 2026, buying an estimated $92.8K and bringing the position to 110,728 shares worth $13M. The position accounts for 3.2% of the portfolio, ranked #8.

Bond & Devick Financial Network first reported a position in IEI in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.1M in Q4 2024. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Bond & Devick Financial Network held 110,728 shares of iShares 3-7 Year Treasury Bond ETF worth $13M as of Q2 2026.
  • Bond & Devick Financial Network bought 788 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $92.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 3.2% of Bond & Devick Financial Network's portfolio in Q2 2026, its #8 holding.
  • Bond & Devick Financial Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Bond & Devick Financial Network's iShares 3-7 Year Treasury Bond ETF position peaked at $14.1M in Q4 2024.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.