Christensen King & Associates Investment Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Christensen King & Associates Investment Services’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	$4.35M	Sell	36,995 -420	-1%	-$49.5K	1.73%	14
2026 Q1	$4.44M	Sell	37,415 -298	-0.8%	-$35.5K	1.9%	12
2025 Q4	$4.5M	Sell	37,713 -1,175	-3%	-$141K	1.92%	12
2025 Q3	$4.65M	Sell	38,888 -1,855	-5%	-$221K	2%	12
2025 Q2	$4.85M	Sell	40,743 -14	-0%	-$1.65K	2.22%	12
2025 Q1	$4.79M	Buy	40,757 +2,640	+7%	+$307K	2.27%	12
2024 Q4	$4.39M	Buy	38,117 +710	+2%	+$82.9K	2.06%	13
2024 Q3	$4.47M	Buy	37,407 +1,166	+3%	+$138K	2.11%	13
2024 Q2	$4.18M	Buy	36,241 +3,693	+11%	+$423K	2.06%	12
2024 Q1	$3.77M	Buy	32,548 +4,945	+18%	+$574K	1.88%	14
2023 Q4	$3.23M	Buy	+27,603	New	+$3.15M	1.73%	16

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

Christensen King & Associates Investment Services's IEI Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, selling an estimated $49.5K and leaving 36,995 shares worth $4.35M. The position accounts for 1.73% of the portfolio, ranked #14.

Christensen King & Associates Investment Services first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.85M in Q2 2025. 443 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Christensen King & Associates Investment Services held 36,995 shares of iShares 3-7 Year Treasury Bond ETF worth $4.35M as of Q2 2026.
Christensen King & Associates Investment Services sold 420 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.5K.
iShares 3-7 Year Treasury Bond ETF made up 1.73% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #14 holding.
Christensen King & Associates Investment Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares 3-7 Year Treasury Bond ETF position peaked at $4.85M in Q2 2025.
443 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.