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

Edge 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	$910K	Sell	7,750 -50	-0.6%	-$5.89K	0.15%	37
2026 Q1	$925K	Sell	7,800 -33,047	-81%	-$3.94M	0.16%	37
2025 Q4	$4.88M	Buy	40,847 +620	+2%	+$74.2K	0.86%	26
2025 Q3	$4.81M	Buy	40,227 +20	+0%	+$2.38K	0.85%	28
2025 Q2	$4.79M	Buy	40,207 +10,853	+37%	+$1.28M	0.92%	28
2025 Q1	$3.47M	Buy	29,354 +4,475	+18%	+$521K	0.7%	29
2024 Q4	$2.87M	Buy	24,879 +1,505	+6%	+$176K	0.58%	29
2024 Q3	$2.8M	Buy	23,374 +1,409	+6%	+$167K	0.56%	28
2024 Q2	$2.54M	Buy	21,965 +4,502	+26%	+$516K	0.53%	29
2024 Q1	$2.02M	Buy	17,463 +1,575	+10%	+$183K	0.43%	29
2023 Q4	$1.86M	Sell	15,888 -10,792	-40%	-$1.23M	0.41%	31
2023 Q3	$3.02M	Buy	+26,680	New	+$3.05M	0.71%	28

Other funds holding IEI

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

SERBOO

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

MBL Wealth Charlotte, North Carolina $1.47B 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

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

EPP

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Edge Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.64% in Q2 2026, selling an estimated $5.89K and leaving 7,750 shares worth $910K. The position accounts for 0.15% of the portfolio, ranked #37.

Edge Wealth Management first reported a position in IEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.88M in Q4 2025. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Edge Wealth Management held 7,750 shares of iShares 3-7 Year Treasury Bond ETF worth $910K as of Q2 2026.
Edge Wealth Management sold 50 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.89K.
iShares 3-7 Year Treasury Bond ETF made up 0.15% of Edge Wealth Management's portfolio in Q2 2026, its #37 holding.
Edge Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Edge Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.88M in Q4 2025.
148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.