Chemistry Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Chemistry Wealth Management’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	$256K	Sell	2,182 -141	-6%	-$16.6K	0.04%	186
2026 Q1	$276K	Hold	2,323	–	–	0.05%	172
2025 Q4	$277K	Hold	2,323	–	–	0.05%	163
2025 Q3	$278K	Hold	2,323	–	–	0.05%	168
2025 Q2	$277K	Hold	2,323	–	–	0.06%	159
2025 Q1	$274K	Hold	2,323	–	–	0.06%	149
2024 Q4	$268K	Sell	2,323 -460	-17%	-$53.7K	0.06%	145
2024 Q3	$333K	Sell	2,783 -94	-3%	-$11.1K	0.08%	129
2024 Q2	$332K	Sell	2,877 -273	-9%	-$31.3K	0.09%	127
2024 Q1	$365K	Sell	3,150 -67	-2%	-$7.78K	0.1%	120
2023 Q4	$377K	Buy	3,217 +32	+1%	+$3.65K	0.11%	110
2023 Q3	$360K	Sell	3,185 -295	-8%	-$33.7K	0.12%	109
2023 Q2	$401K	Hold	3,480	–	–	0.13%	104
2023 Q1	$409K	Buy	3,480 +405	+13%	+$47.1K	0.14%	101
2022 Q4	$353K	Sell	3,075 -959	-24%	-$110K	0.14%	100
2022 Q3	$461K	Hold	4,034	–	–	0.18%	86
2022 Q2	$481K	Hold	4,034	–	–	0.18%	88
2022 Q1	$492K	Buy	+4,034	New	+$506K	0.17%	86

Other funds holding IEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Chemistry Wealth Management's IEI Position: Q2 2026 in Review

Chemistry Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.1% in Q2 2026, selling an estimated $16.6K and leaving 2,182 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #186.

Chemistry Wealth Management first reported a position in IEI in Q1 2022 and has held it in 18 quarters since. The position peaked at $492K in Q1 2022. 414 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Chemistry Wealth Management held 2,182 shares of iShares 3-7 Year Treasury Bond ETF worth $256K as of Q2 2026.
Chemistry Wealth Management sold 141 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.6K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #186 holding.
Chemistry Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Chemistry Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $492K in Q1 2022.
414 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.