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

Bulltick 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	$5.58M	Buy	47,547 +6,126	+15%	+$721K	1.14%	28
2026 Q1	$4.91M	Buy	41,421 +11,672	+39%	+$1.39M	1.09%	29
2025 Q4	$3.55M	Buy	29,749 +25,046	+533%	+$3M	0.75%	37
2025 Q3	$562K	Buy	4,703 +863	+22%	+$103K	0.13%	75
2025 Q2	$457K	Sell	3,840 -13,655	-78%	-$1.61M	0.11%	90
2025 Q1	$2.07M	Buy	17,495 +629	+4%	+$73.2K	0.55%	49
2024 Q4	$1.95M	Buy	16,866 +11,054	+190%	+$1.29M	0.45%	53
2024 Q3	$695K	Buy	+5,812	New	+$687K	0.17%	76

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

Bulltick Wealth Management's IEI Position: Q2 2026 in Review

Bulltick Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15% in Q2 2026, buying an estimated $721K and bringing the position to 47,547 shares worth $5.58M. The position accounts for 1.14% of the portfolio, ranked #28.

Bulltick Wealth Management first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Bulltick Wealth Management held 47,547 shares of iShares 3-7 Year Treasury Bond ETF worth $5.58M as of Q2 2026.
Bulltick Wealth Management bought 6,126 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $721K.
iShares 3-7 Year Treasury Bond ETF made up 1.14% of Bulltick Wealth Management's portfolio in Q2 2026, its #28 holding.
Bulltick Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.