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

Dynasty 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	$148M	Buy	1,257,130 +172,090	+16%	+$20.3M	1.1%	26
2026 Q1	$129M	Sell	1,085,040 -85,457	-7%	-$10.2M	1.12%	27
2025 Q4	$140M	Buy	1,170,497 +577,371	+97%	+$69.1M	1.37%	20
2025 Q3	$70.9M	Buy	593,126 +324,503	+121%	+$38.6M	0.95%	28
2025 Q2	$32M	Sell	268,623 -4,337	-2%	-$512K	0.55%	38
2025 Q1	$32.2M	Buy	+272,960	New	+$31.8M	0.54%	36

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

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

Dynasty Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, buying an estimated $20.3M and bringing the position to 1,257,130 shares worth $148M. The position accounts for 1.1% of the portfolio, ranked #26.

Dynasty Wealth Management first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Dynasty Wealth Management held 1,257,130 shares of iShares 3-7 Year Treasury Bond ETF worth $148M as of Q2 2026.
Dynasty Wealth Management bought 172,090 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.3M.
iShares 3-7 Year Treasury Bond ETF made up 1.1% of Dynasty Wealth Management's portfolio in Q2 2026, its #26 holding.
Dynasty 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.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.