Bright Futures Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bright Futures Wealth 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	$203K	Sell	1,726 -197	-10%	-$23.2K	0.13%	195
2026 Q1	$228K	Sell	1,923 -22,004	-92%	-$2.62M	0.16%	164
2025 Q4	$2.86M	Buy	23,927 +490	+2%	+$58.6K	2.11%	8
2025 Q3	$2.8M	Buy	+23,437	New	+$2.79M	2.19%	10
2025 Q1	$3.18M	Sell	26,990 -3,222	-11%	-$375K	3.49%	1
2024 Q4	$3.51M	Sell	30,212 -7,123	-19%	-$831K	3.12%	3
2024 Q3	$4.36M	Buy	37,335 +3,465	+10%	+$409K	2.1%	5
2024 Q2	$4.03M	Buy	33,870 +1,690	+5%	+$194K	2.18%	5
2024 Q1	$3.72M	Buy	+32,180	New	+$3.73M	2.01%	7

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

Bright Futures Wealth Management's IEI Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q2 2026, selling an estimated $23.2K and leaving 1,726 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #195.

Bright Futures Wealth Management first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.36M in Q3 2024. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Bright Futures Wealth Management held 1,726 shares of iShares 3-7 Year Treasury Bond ETF worth $203K as of Q2 2026.
Bright Futures Wealth Management sold 197 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.2K.
iShares 3-7 Year Treasury Bond ETF made up 0.13% of Bright Futures Wealth Management's portfolio in Q2 2026, its #195 holding.
Bright Futures Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.36M in Q3 2024.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.