Eagle Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Eagle Strategies’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	$2.37M	Sell	20,219 -95	-0.5%	-$11.2K	0.24%	86
2026 Q1	$2.41M	Buy	20,314 +5,101	+34%	+$608K	0.29%	76
2025 Q4	$1.82M	Sell	15,213 -274	-2%	-$32.8K	0.23%	89
2025 Q3	$1.85M	Buy	15,487 +2,109	+16%	+$251K	0.25%	85
2025 Q2	$1.59M	Sell	13,378 -219	-2%	-$25.8K	0.24%	85
2025 Q1	$1.61M	Buy	13,597 +10,280	+310%	+$1.2M	0.28%	72
2024 Q4	$383K	Buy	+3,317	New	+$387K	0.07%	156
2024 Q2	–	Sell	-8,701	Closed	-$1.01M	–	262
2024 Q1	$1.01M	Buy	+8,701	New	+$1.01M	0.22%	103

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Eagle Strategies's IEI Position: Q2 2026 in Review

Eagle Strategies reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.47% in Q2 2026, selling an estimated $11.2K and leaving 20,219 shares worth $2.37M. The position accounts for 0.24% of the portfolio, ranked #86.

Eagle Strategies first reported a position in IEI in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q1 2026. 414 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Eagle Strategies held 20,219 shares of iShares 3-7 Year Treasury Bond ETF worth $2.37M as of Q2 2026.
Eagle Strategies sold 95 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares 3-7 Year Treasury Bond ETF made up 0.24% of Eagle Strategies's portfolio in Q2 2026, its #86 holding.
Eagle Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Eagle Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $2.41M in Q1 2026.
414 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.