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

Cranbrook 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	$15.3K	Hold	130	–	–	﹤0.01%	274
2026 Q1	$15.4K	Hold	130	–	–	﹤0.01%	262
2025 Q4	$15.5K	Hold	130	–	–	﹤0.01%	265
2025 Q3	$15.5K	Hold	130	–	–	﹤0.01%	271
2025 Q2	$15.5K	Hold	130	–	–	﹤0.01%	263
2025 Q1	$15.4K	Hold	130	–	–	﹤0.01%	247
2024 Q4	$15K	Hold	130	–	–	﹤0.01%	243
2024 Q3	$15.5K	Sell	130 -211	-62%	-$24.9K	﹤0.01%	240
2024 Q2	$39.4K	Hold	341	–	–	0.01%	194
2024 Q1	$39.5K	Hold	341	–	–	0.01%	172
2023 Q4	$39.9K	Hold	341	–	–	0.01%	170
2023 Q3	$38.6K	Hold	341	–	–	0.01%	163
2023 Q2	$39.3K	Hold	341	–	–	0.01%	166
2023 Q1	$40.1K	Hold	341	–	–	0.01%	165
2022 Q4	$39.2K	Hold	341	–	–	0.01%	169
2022 Q3	$39K	Sell	341 -106	-24%	-$12.5K	0.01%	181
2022 Q2	$53K	Hold	447	–	–	0.01%	164
2022 Q1	$55K	Hold	447	–	–	0.01%	180
2021 Q4	$58K	Hold	447	–	–	0.01%	169
2021 Q3	$58K	Hold	447	–	–	0.01%	171
2021 Q2	$58K	Hold	447	–	–	0.01%	165
2021 Q1	$58K	Hold	447	–	–	0.01%	166
2020 Q4	$59K	Hold	447	–	–	0.02%	150
2020 Q3	$60K	Hold	447	–	–	0.02%	134
2020 Q2	$60K	Sell	447 -57	-11%	-$7.6K	0.02%	129
2020 Q1	$67K	Hold	504	–	–	0.02%	122
2019 Q4	$63K	Hold	504	–	–	0.02%	130
2019 Q3	$64K	Hold	504	–	–	0.02%	124
2019 Q2	$63K	Sell	504 -296	-37%	-$36.6K	0.02%	118
2019 Q1	$99K	Sell	800 -160	-17%	-$19.5K	0.03%	105
2018 Q4	$117K	Hold	960	–	–	0.04%	91
2018 Q3	$114K	Hold	960	–	–	0.04%	89
2018 Q2	$115K	Hold	960	–	–	0.04%	84
2018 Q1	$116K	Hold	960	–	–	0.05%	85
2017 Q4	$117K	Hold	960	–	–	0.05%	83
2017 Q3	$119K	Hold	960	–	–	0.05%	80
2017 Q2	$119K	Hold	960	–	–	0.05%	81
2017 Q1	$118K	Hold	960	–	–	0.06%	75
2016 Q4	$118K	Hold	960	–	–	0.06%	75
2016 Q3	$121K	Sell	960 -326	-25%	-$41.3K	0.06%	70
2016 Q2	$164K	Sell	1,286 -56	-4%	-$7.05K	0.08%	60
2016 Q1	$169K	Sell	1,342 -324	-19%	-$40.5K	0.09%	57
2015 Q4	$204K	Sell	1,666 -163	-9%	-$20.1K	0.12%	52
2015 Q3	$228K	Hold	1,829	–	–	0.13%	49
2015 Q2	$225K	Buy	1,829 +686	+60%	+$84.6K	0.13%	50
2015 Q1	$142K	Buy	1,143 +374	+49%	+$46.2K	0.08%	61
2014 Q4	$94K	Buy	769 +350	+84%	+$42.9K	0.06%	83
2014 Q3	$51K	Buy	+419	New	+$50.9K	0.03%	84

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

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

Cranbrook Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 130 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Cranbrook Wealth Management first reported a position in IEI in Q3 2014 and has held it in 48 quarters since. The position peaked at $228K in Q3 2015. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cranbrook Wealth Management held 130 shares of iShares 3-7 Year Treasury Bond ETF worth $15.3K as of Q2 2026.
Cranbrook 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 Cranbrook Wealth Management's portfolio in Q2 2026, its #274 holding.
Cranbrook Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2014 and has held it in 48 quarters since.
Cranbrook Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $228K in Q3 2015.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.