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

Dopkins 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 		$228K Hold
1,943
– – 0.08% 84
2026
Q1 		$230K Hold
1,943
– – 0.09% 85
2025
Q4 		$232K Hold
1,943
– – 0.09% 75
2025
Q3 		$232K Hold
1,943
– – 0.1% 74
2025
Q2 		$231K Hold
1,943
– – 0.1% 74
2025
Q1 		$230K Buy
+1,943
New +$226K 0.12% 72

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

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

Dopkins Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 1,943 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #84.

Dopkins Wealth Management first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $232K in Q3 2025. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Dopkins Wealth Management held 1,943 shares of iShares 3-7 Year Treasury Bond ETF worth $228K as of Q2 2026.
  • Dopkins Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Dopkins Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Dopkins Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Dopkins Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $232K in Q3 2025.
  • 818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.