Edge Wealth Management
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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
Q3 		$867K Sell
7,650
-100
-1% -$11.6K 0.13% 38
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Edge Wealth Management's IEI Position: Q3 2026 in Review

Edge Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q3 2026, selling an estimated $11.6K and leaving 7,650 shares worth $867K. The position accounts for 0.13% of the portfolio, ranked #38.

Edge Wealth Management first reported a position in IEI in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.88M in Q4 2025. 562 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Edge Wealth Management held 7,650 shares of iShares 3-7 Year Treasury Bond ETF worth $867K as of Q3 2026.
  • Edge Wealth Management sold 100 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $11.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of Edge Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Edge Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Edge Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.88M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.