Brightwater Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
Other funds holding IEI
Brightwater Advisory's IEI Position: Q2 2026 in Review
Brightwater Advisory reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.7% in Q2 2026, selling an estimated $5.18K and leaving 2,494 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #55.
Brightwater Advisory first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $301K in Q1 2026. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- Brightwater Advisory held 2,494 shares of iShares 3-7 Year Treasury Bond ETF worth $293K as of Q2 2026.
- Brightwater Advisory sold 44 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.18K.
- iShares 3-7 Year Treasury Bond ETF made up 0.19% of Brightwater Advisory's portfolio in Q2 2026, its #55 holding.
- Brightwater Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
- Brightwater Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $301K in Q1 2026.
- 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.