Cornerstone Planning Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cornerstone Planning Group’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	$96K	Buy	825 +60	+8%	+$7.06K	0.01%	256
2026 Q1	$90K	Sell	765 -13	-2%	-$1.55K	0.01%	267
2025 Q4	$92.7K	Buy	778 +54	+7%	+$6.46K	0.01%	224
2025 Q3	$86.6K	Buy	724 +280	+63%	+$33.3K	0.01%	228
2025 Q2	$52.8K	Sell	444 -804	-64%	-$94.8K	0.01%	232
2025 Q1	$147K	Buy	1,248 +1,153	+1,214%	+$134K	0.04%	107
2024 Q4	$11K	Sell	95 -137	-59%	-$16K	﹤0.01%	409
2024 Q3	$27.2K	Sell	232 -309	-57%	-$36.5K	0.01%	261
2024 Q2	$64.3K	Hold	541	–	–	0.02%	170
2024 Q1	$61.8K	Buy	541 +1	+0.2%	+$116	0.02%	155
2023 Q4	$63.3K	Hold	540	–	–	0.02%	152
2023 Q3	$61.1K	Hold	540	–	–	0.02%	159
2023 Q2	$62.2K	Buy	+540	New	+$63.2K	0.02%	207
2022 Q4	$62.1K	Buy	+527	New	+$60.4K	0.03%	230

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Cornerstone Planning Group's IEI Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.8% in Q2 2026, buying an estimated $7.06K and bringing the position to 825 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #256.

Cornerstone Planning Group first reported a position in IEI in Q4 2022 and has held it in 14 quarters since. The position peaked at $147K in Q1 2025. 544 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cornerstone Planning Group held 825 shares of iShares 3-7 Year Treasury Bond ETF worth $96K as of Q2 2026.
Cornerstone Planning Group bought 60 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.06K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #256 holding.
Cornerstone Planning Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares 3-7 Year Treasury Bond ETF position peaked at $147K in Q1 2025.
544 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.