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DHJJ Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

DHJJ Financial Advisors’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 		$235 Hold
2
– – ﹤0.01% 992
2026
Q1 		$238 Hold
2
– – ﹤0.01% 981
2025
Q4 		$239 Hold
2
– – ﹤0.01% 941
2025
Q3 		$240 Hold
2
– – ﹤0.01% 903
2025
Q2 		$239 Hold
2
– – ﹤0.01% 877
2025
Q1 		$237 Hold
2
– – ﹤0.01% 832
2024
Q4 		$232 Buy
+2
New +$233 ﹤0.01% 805

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

DHJJ Financial Advisors's IEI Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #992.

DHJJ Financial Advisors first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $240 in Q3 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • DHJJ Financial Advisors held 2 shares of iShares 3-7 Year Treasury Bond ETF worth $235 as of Q2 2026.
  • DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #992 holding.
  • DHJJ Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • DHJJ Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $240 in Q3 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.