Clarity Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Clarity Financial’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	$63M	Sell	536,456 -384,064	-42%	-$45.2M	5.35%	2
2026 Q1	$109M	Sell	920,520 -437,743	-32%	-$52.2M	11.88%	1
2025 Q4	$162M	Buy	1,358,263 +41,882	+3%	+$5.01M	14.99%	1
2025 Q3	$157M	Buy	1,316,381 +735,931	+127%	+$87.5M	15.61%	1
2025 Q2	$69.1M	Buy	580,450 +5,759	+1%	+$679K	7.44%	2
2025 Q1	$67.9M	Buy	574,691 +19,425	+3%	+$2.26M	7.81%	2
2024 Q4	$64.2M	Buy	555,266 +15,399	+3%	+$1.8M	7.67%	2
2024 Q3	$64.6M	Buy	539,867 +270,178	+100%	+$31.9M	7.49%	2
2024 Q2	$31.1M	Buy	269,689 +9,052	+3%	+$1.04M	4.6%	3
2024 Q1	$30.2M	Buy	260,637 +10,886	+4%	+$1.26M	4.56%	4
2023 Q4	$29.3M	Buy	249,751 +687	+0.3%	+$78.4K	5.07%	2
2023 Q3	$28.2M	Buy	249,064 +1,339	+0.5%	+$153K	4.73%	2
2023 Q2	$28.6M	Buy	+247,725	New	+$29M	4.07%	4
2021 Q2	–	Sell	-14,154	Closed	-$1.84M	–	128
2021 Q1	$1.84M	Buy	14,154 +112	+0.8%	+$14.7K	0.37%	55
2020 Q4	$1.87M	Buy	+14,042	New	+$1.87M	0.45%	53

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Clarity Financial's IEI Position: Q2 2026 in Review

Clarity Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 42% in Q2 2026, selling an estimated $45.2M and leaving 536,456 shares worth $63M. The position accounts for 5.35% of the portfolio, ranked #2.

Clarity Financial first reported a position in IEI in Q4 2020 and has held it in 15 quarters since. The position peaked at $162M in Q4 2025. 391 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Clarity Financial held 536,456 shares of iShares 3-7 Year Treasury Bond ETF worth $63M as of Q2 2026.
Clarity Financial sold 384,064 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $45.2M.
iShares 3-7 Year Treasury Bond ETF made up 5.35% of Clarity Financial's portfolio in Q2 2026, its #2 holding.
Clarity Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
Clarity Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $162M in Q4 2025.
391 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.