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

Darwin 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	$188K	Sell	1,599 -11	-0.7%	-$1.29K	0.05%	143
2026 Q1	$191K	Sell	1,610 -45,021	-97%	-$5.37M	0.06%	138
2025 Q4	$5.57M	Buy	46,631 +976	+2%	+$117K	1.73%	14
2025 Q3	$5.46M	Buy	45,655 +1,045	+2%	+$124K	1.73%	15
2025 Q2	$5.31M	Sell	44,610 -3,819	-8%	-$450K	1.84%	13
2025 Q1	$5.6M	Hold	48,429	–	–	1.88%	13
2024 Q4	$5.6M	Sell	48,429 -8,348	-15%	-$974K	1.88%	13
2024 Q3	$6.79M	Buy	+56,777	New	+$6.71M	1.86%	13
2020 Q2	–	Sell	-119	Closed	-$15K	–	422
2020 Q1	$15K	Buy	+119	New	+$15.3K	﹤0.01%	399

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

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

Darwin Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.68% in Q2 2026, selling an estimated $1.29K and leaving 1,599 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #143.

Darwin Wealth Management first reported a position in IEI in Q1 2020 and has held it in 9 quarters since. The position peaked at $6.79M in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Darwin Wealth Management held 1,599 shares of iShares 3-7 Year Treasury Bond ETF worth $188K as of Q2 2026.
Darwin Wealth Management sold 11 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29K.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Darwin Wealth Management's portfolio in Q2 2026, its #143 holding.
Darwin Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $6.79M in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.