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

Dogwood 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	$20.3K	Sell	173 -8	-4%	-$942	0.01%	248
2026 Q1	$21.5K	Buy	181 +137	+311%	+$16.3K	0.01%	234
2025 Q4	$5.25K	Buy	44 +25	+132%	+$2.99K	﹤0.01%	410
2025 Q3	$2.27K	Hold	19	–	–	﹤0.01%	510
2025 Q2	$2.24K	Buy	+19	New	+$2.24K	﹤0.01%	551

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

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

Dogwood Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.4% in Q2 2026, selling an estimated $942 and leaving 173 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #248.

Dogwood Wealth Management first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q1 2026. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Dogwood Wealth Management held 173 shares of iShares 3-7 Year Treasury Bond ETF worth $20.3K as of Q2 2026.
Dogwood Wealth Management sold 8 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $942.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #248 holding.
Dogwood Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $21.5K in Q1 2026.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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