Capstone Wealth Management (Alabama)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capstone Wealth Management (Alabama)’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	$259K	Sell	2,209 -259	-10%	-$30.5K	0.12%	142
2026 Q1	$293K	Sell	2,468 -1,421	-37%	-$169K	0.2%	44
2025 Q4	$464K	Buy	3,889 +1,278	+49%	+$153K	0.34%	33
2025 Q3	$312K	Buy	+2,611	New	+$311K	0.24%	42
2025 Q2	–	Sell	-3,012	Closed	-$356K	–	50
2025 Q1	$356K	Buy	3,012 +12	+0.4%	+$1.4K	0.35%	30
2024 Q4	$347K	Buy	+3,000	New	+$350K	0.34%	28

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s IEI Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q2 2026, selling an estimated $30.5K and leaving 2,209 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #142.

Capstone Wealth Management (Alabama) first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $464K in Q4 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Capstone Wealth Management (Alabama) held 2,209 shares of iShares 3-7 Year Treasury Bond ETF worth $259K as of Q2 2026.
Capstone Wealth Management (Alabama) sold 259 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.5K.
iShares 3-7 Year Treasury Bond ETF made up 0.12% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #142 holding.
Capstone Wealth Management (Alabama) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management (Alabama)'s iShares 3-7 Year Treasury Bond ETF position peaked at $464K in Q4 2025.
387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.