BFWM
IEI icon

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

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
WA
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
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

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. 292 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.
  • 292 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.