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Centerline Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Centerline Wealth Advisors’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 		$6.58M Buy
56,062
+5,847
+12% +$688K 2.06% 17
2026
Q1 		$5.96M Sell
50,215
-6,384
-11% -$761K 2.14% 16
2025
Q4 		$6.76M Buy
+56,599
New +$6.77M 2.45% 14

Other funds holding IEI

WA
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

Centerline Wealth Advisors's IEI Position: Q2 2026 in Review

Centerline Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, buying an estimated $688K and bringing the position to 56,062 shares worth $6.58M. The position accounts for 2.06% of the portfolio, ranked #17.

Centerline Wealth Advisors first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.76M in Q4 2025. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Centerline Wealth Advisors held 56,062 shares of iShares 3-7 Year Treasury Bond ETF worth $6.58M as of Q2 2026.
  • Centerline Wealth Advisors bought 5,847 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $688K.
  • iShares 3-7 Year Treasury Bond ETF made up 2.06% of Centerline Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Centerline Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Centerline Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $6.76M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.