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

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School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return