CFO4Life Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CFO4Life Group’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	$5.45M	Sell	46,421 -2,259	-5%	-$266K	0.73%	31
2026 Q1	$5.77M	Sell	48,680 -2,009	-4%	-$240K	0.88%	31
2025 Q4	$6.05M	Sell	50,689 -4,833	-9%	-$578K	0.86%	29
2025 Q3	$6.64M	Sell	55,522 -8,268	-13%	-$983K	0.96%	27
2025 Q2	$7.6M	Sell	63,790 -11,909	-16%	-$1.4M	1.19%	22
2025 Q1	$8.94M	Sell	75,699 -85,859	-53%	-$10M	1.51%	17
2024 Q4	$18.7M	Sell	161,558 -258	-0.2%	-$30.1K	3.28%	8
2024 Q3	$19.4M	Buy	161,816 +2,696	+2%	+$319K	3.43%	8
2024 Q2	$18.4M	Sell	159,120 -1,479	-0.9%	-$170K	3.45%	8
2024 Q1	$18.6M	Buy	160,599 +10,563	+7%	+$1.23M	3.38%	9
2023 Q4	$17.6M	Buy	+150,036	New	+$17.1M	3.36%	9

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

CFO4Life Group's IEI Position: Q2 2026 in Review

CFO4Life Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q2 2026, selling an estimated $266K and leaving 46,421 shares worth $5.45M. The position accounts for 0.73% of the portfolio, ranked #31.

CFO4Life Group first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4M in Q3 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

CFO4Life Group held 46,421 shares of iShares 3-7 Year Treasury Bond ETF worth $5.45M as of Q2 2026.
CFO4Life Group sold 2,259 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $266K.
iShares 3-7 Year Treasury Bond ETF made up 0.73% of CFO4Life Group's portfolio in Q2 2026, its #31 holding.
CFO4Life Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
CFO4Life Group's iShares 3-7 Year Treasury Bond ETF position peaked at $19.4M in Q3 2024.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.