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

Cornerstone Wealth 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 		$346K Sell
2,948
-608
-17% -$71.6K 0.02% 317
2026
Q1 		$421K Sell
3,556
-516
-13% -$61.5K 0.03% 259
2025
Q4 		$486K Sell
4,072
-956
-19% -$114K 0.03% 212
2025
Q3 		$601K Sell
5,028
-285
-5% -$33.9K 0.04% 181
2025
Q2 		$633K Sell
5,313
-774
-13% -$91.3K 0.05% 167
2025
Q1 		$719K Sell
6,087
-357
-6% -$41.6K 0.06% 153
2024
Q4 		$745K Buy
6,444
+207
+3% +$24.2K 0.06% 144
2024
Q3 		$746K Sell
6,237
-2,078
-25% -$246K 0.06% 143
2024
Q2 		$960K Buy
8,315
+2,286
+38% +$262K 0.09% 129
2024
Q1 		$698K Buy
+6,029
New +$700K 0.06% 140
2023
Q4 		– Sell
-43,517
Closed -$4.92M – 150
2023
Q3 		$4.92M Buy
43,517
+1,857
+4% +$212K 0.87% 30
2023
Q2 		$4.8M Buy
+41,660
New +$4.88M 0.87% 36

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 17% in Q2 2026, selling an estimated $71.6K and leaving 2,948 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #317.

Cornerstone Wealth Group first reported a position in IEI in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q3 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Cornerstone Wealth Group held 2,948 shares of iShares 3-7 Year Treasury Bond ETF worth $346K as of Q2 2026.
  • Cornerstone Wealth Group sold 608 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $71.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #317 holding.
  • Cornerstone Wealth Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Cornerstone Wealth Group's iShares 3-7 Year Treasury Bond ETF position peaked at $4.92M in Q3 2023.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.