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 Q3	$521K	Sell	4,594 -22,972	-83%	-$2.66M	0.11%	125
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	$5.1M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Centennial Wealth Advisory's IEI Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 83% in Q3 2026, selling an estimated $2.66M and leaving 4,594 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #125.

Centennial Wealth Advisory first reported a position in IEI in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.28M in Q2 2021. 402 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Centennial Wealth Advisory held 4,594 shares of iShares 3-7 Year Treasury Bond ETF worth $521K as of Q3 2026.
Centennial Wealth Advisory sold 22,972 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.66M.
iShares 3-7 Year Treasury Bond ETF made up 0.11% of Centennial Wealth Advisory's portfolio in Q3 2026, its #125 holding.
Centennial Wealth Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 24 quarters since.
Centennial Wealth Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $5.28M in Q2 2021.
402 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.