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

Cherry Tree 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 Q1	$40.7K	Hold	343	–	–	0.01%	289
2025 Q4	$40.9K	Buy	343 +234	+215%	+$28K	0.01%	285
2025 Q3	$13K	Hold	109	–	–	﹤0.01%	380
2025 Q2	$13K	Sell	109 -86	-44%	-$10.1K	﹤0.01%	380
2025 Q1	$23K	Hold	195	–	–	0.01%	330
2024 Q4	$22.5K	Buy	195 +86	+79%	+$10K	0.01%	323
2024 Q3	$13K	Buy	+109	New	+$12.9K	﹤0.01%	387

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's IEI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 343 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #289.

Cherry Tree Wealth Management first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $40.9K in Q4 2025. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Cherry Tree Wealth Management held 343 shares of iShares 3-7 Year Treasury Bond ETF worth $40.7K as of Q1 2026.
Cherry Tree Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #289 holding.
Cherry Tree Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Cherry Tree Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $40.9K in Q4 2025.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.