CogentBlue Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CogentBlue Wealth Advisors’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	$497K	Sell	4,232 -159	-4%	-$18.7K	0.28%	54
2026 Q1	$521K	Sell	4,391 -591	-12%	-$70.5K	0.35%	41
2025 Q4	$595K	Sell	4,982 -3,335	-40%	-$399K	0.41%	38
2025 Q3	$994K	Sell	8,317 -404	-5%	-$48.1K	0.68%	28
2025 Q2	$1.04M	Sell	8,721 -467	-5%	-$55.1K	0.8%	26
2025 Q1	$1.09M	Sell	9,188 -101	-1%	-$11.8K	0.95%	22
2024 Q4	$1.07M	Buy	+9,289	New	+$1.08M	0.95%	23

Other funds holding IEI

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CogentBlue Wealth Advisors's IEI Position: Q2 2026 in Review

CogentBlue Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.6% in Q2 2026, selling an estimated $18.7K and leaving 4,232 shares worth $497K. The position accounts for 0.28% of the portfolio, ranked #54.

CogentBlue Wealth Advisors first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2025. 191 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

CogentBlue Wealth Advisors held 4,232 shares of iShares 3-7 Year Treasury Bond ETF worth $497K as of Q2 2026.
CogentBlue Wealth Advisors sold 159 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.28% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #54 holding.
CogentBlue Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
CogentBlue Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.09M in Q1 2025.
191 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.