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

Copia 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	$15.6K	Hold	133	–	–	0.01%	299
2026 Q1	$15.8K	Hold	133	–	–	0.01%	282
2025 Q4	$15.9K	Hold	133	–	–	0.01%	284
2025 Q3	$15.9K	Hold	133	–	–	0.01%	277
2025 Q2	$15.8K	Buy	133 +28	+27%	+$3.3K	0.01%	254
2025 Q1	$12.4K	Hold	105	–	–	0.01%	257
2024 Q4	$12.1K	Buy	+105	New	+$12.3K	0.01%	246

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Copia Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 133 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #299.

Copia Wealth Management first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9K in Q3 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Copia Wealth Management held 133 shares of iShares 3-7 Year Treasury Bond ETF worth $15.6K as of Q2 2026.
Copia Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #299 holding.
Copia Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $15.9K in Q3 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.