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DDFG Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

DDFG Inc’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
Q3 		$27.4M Buy
241,710
+5,196
+2% +$602K 5.4% 5
2026
Q2 		$27.8M Sell
236,514
-134,545
-36% -$15.8M 5.52% 4
2026
Q1 		$44M Buy
371,059
+13,806
+4% +$1.65M 9.48% 1
2025
Q4 		$42.6M Buy
357,253
+9,298
+3% +$1.11M 9.33% 2
2025
Q3 		$41.6M Buy
347,955
+11,074
+3% +$1.32M 9.6% 2
2025
Q2 		$40.1M Buy
336,881
+4,349
+1% +$513K 10.09% 1
2025
Q1 		$39.3M Sell
332,532
-12,219
-4% -$1.42M 10.89% 1
2024
Q4 		$39.8M Buy
344,751
+6,677
+2% +$779K 11.5% 1
2024
Q3 		$40.4M Buy
338,074
+85,011
+34% +$10M 11.55% 1
2024
Q2 		$29.2M Buy
253,063
+4,513
+2% +$517K 9.03% 2
2024
Q1 		$28.8M Buy
248,550
+41,229
+20% +$4.78M 9.15% 2
2023
Q4 		$24.3M Buy
207,321
+88
+0% +$10K 8.22% 3
2023
Q3 		$23.5M Buy
207,233
+61,458
+42% +$7.03M 8.64% 2
2023
Q2 		$16.8M Buy
145,775
+4,357
+3% +$510K 6.18% 5
2023
Q1 		$16.6M Buy
+141,418
New +$16.4M 6.47% 4

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

DDFG Inc's IEI Position: Q3 2026 in Review

DDFG Inc increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.2% in Q3 2026, buying an estimated $602K and bringing the position to 241,710 shares worth $27.4M. The position accounts for 5.4% of the portfolio, ranked #5.

DDFG Inc first reported a position in IEI in Q1 2023 and has held it in 15 quarters since. The position peaked at $44M in Q1 2026. 376 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • DDFG Inc held 241,710 shares of iShares 3-7 Year Treasury Bond ETF worth $27.4M as of Q3 2026.
  • DDFG Inc bought 5,196 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $602K.
  • iShares 3-7 Year Treasury Bond ETF made up 5.4% of DDFG Inc's portfolio in Q3 2026, its #5 holding.
  • DDFG Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • DDFG Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $44M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.