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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
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 $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WA
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

DDFG Inc's IEI Position: Q2 2026 in Review

DDFG Inc reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 36% in Q2 2026, selling an estimated $15.8M and leaving 236,514 shares worth $27.8M. The position accounts for 5.52% of the portfolio, ranked #4.

DDFG Inc first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $44M in Q1 2026. 414 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • DDFG Inc held 236,514 shares of iShares 3-7 Year Treasury Bond ETF worth $27.8M as of Q2 2026.
  • DDFG Inc sold 134,545 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.8M.
  • iShares 3-7 Year Treasury Bond ETF made up 5.52% of DDFG Inc's portfolio in Q2 2026, its #4 holding.
  • DDFG Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • DDFG Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $44M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.