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Centennial Wealth Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Centennial Wealth Advisory’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 		$3.24M Buy
27,566
+88
+0.3% +$10.4K 0.7% 29
2026
Q1 		$3.26M Buy
27,478
+863
+3% +$103K 0.79% 25
2025
Q4 		$3.18M Buy
26,615
+1,139
+4% +$136K 0.84% 27
2025
Q3 		$3.05M Buy
25,476
+855
+3% +$102K 0.85% 24
2025
Q2 		$2.93M Sell
24,621
-3,302
-12% -$390K 0.93% 17
2025
Q1 		$3.3M Buy
27,923
+1,549
+6% +$180K 1.2% 16
2024
Q4 		$3.05M Sell
26,374
-651
-2% -$76K 1.2% 15
2024
Q3 		$3.23M Sell
27,025
-5,136
-16% -$607K 1.26% 15
2024
Q2 		$3.71M Buy
32,161
+5,419
+20% +$621K 1.61% 12
2024
Q1 		$3.1M Buy
26,742
+5,225
+24% +$606K 1.43% 13
2023
Q4 		$2.52M Sell
21,517
-6,023
-22% -$687K 1.29% 13
2023
Q3 		$3.12M Buy
27,540
+186
+0.7% +$21.3K 1.68% 21
2023
Q2 		$3.15M Sell
27,354
-489
-2% -$57.3K 1.64% 19
2023
Q1 		$3.28M Buy
27,843
+3,106
+13% +$361K 1.74% 16
2022
Q4 		$2.84M Sell
24,737
-4,612
-16% -$529K 1.59% 17
2022
Q3 		$3.35M Sell
29,349
-1,897
-6% -$225K 1.97% 12
2022
Q2 		$3.73M Sell
31,246
-3,090
-9% -$369K 2.09% 16
2022
Q1 		$4.19M Buy
34,336
+4,853
+16% +$609K 2.29% 12
2021
Q4 		$3.79M Sell
29,483
-9,736
-25% -$1.26M 2.14% 14
2021
Q3 		$5.11M Sell
39,219
-1,248
-3% -$164K 3.05% 10
2021
Q2 		$5.28M Buy
40,467
+12,164
+43% +$1.59M 3.3% 8
2021
Q1 		$3.68M Buy
28,303
+5,717
+25% +$752K 2.43% 13
2020
Q4 		$3M Buy
+22,586
New +$3M 2.13% 14

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Centennial Wealth Advisory's IEI Position: Q2 2026 in Review

Centennial Wealth Advisory increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.32% in Q2 2026, buying an estimated $10.4K and bringing the position to 27,566 shares worth $3.24M. The position accounts for 0.7% of the portfolio, ranked #29.

Centennial Wealth Advisory first reported a position in IEI in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.28M in Q2 2021. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Centennial Wealth Advisory held 27,566 shares of iShares 3-7 Year Treasury Bond ETF worth $3.24M as of Q2 2026.
  • Centennial Wealth Advisory bought 88 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.7% of Centennial Wealth Advisory's portfolio in Q2 2026, its #29 holding.
  • Centennial Wealth Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Centennial Wealth Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $5.28M in Q2 2021.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.