Eley Financial Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Eley Financial 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	$12.4M	Buy	105,761 +3,405	+3%	+$401K	4.02%	4
2026 Q1	$12.1M	Sell	102,356 -154	-0.2%	-$18.4K	4.38%	4
2025 Q4	$12.2M	Buy	102,510 +95	+0.1%	+$11.4K	4.4%	4
2025 Q3	$12.2M	Buy	102,415 +1,009	+1%	+$120K	4.41%	4
2025 Q2	$12.1M	Sell	101,406 -3,091	-3%	-$365K	4.64%	4
2025 Q1	$12.3M	Buy	104,497 +227	+0.2%	+$26.4K	4.94%	4
2024 Q4	$12M	Buy	104,270 +4,708	+5%	+$549K	4.69%	4
2024 Q3	$11.9M	Buy	99,562 +886	+0.9%	+$105K	4.79%	4
2024 Q2	$11.4M	Buy	98,676 +1,432	+1%	+$164K	4.83%	5
2024 Q1	$11.3M	Buy	97,244 +5,678	+6%	+$659K	4.85%	4
2023 Q4	$10.7M	Sell	91,566 -45,288	-33%	-$5.17M	5.03%	4
2023 Q3	$15.5M	Sell	136,854 -125	-0.1%	-$14.3K	7.89%	2
2023 Q2	$15.8M	Buy	136,979 +7,642	+6%	+$895K	7.69%	2
2023 Q1	$15.2M	Buy	129,337 +295	+0.2%	+$34.3K	7.86%	1
2022 Q4	$14.8M	Buy	+129,042	New	+$14.8M	7.99%	1

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

Eley Financial Management's IEI Position: Q2 2026 in Review

Eley Financial Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.3% in Q2 2026, buying an estimated $401K and bringing the position to 105,761 shares worth $12.4M. The position accounts for 4.02% of the portfolio, ranked #4.

Eley Financial Management first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q2 2023. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Eley Financial Management held 105,761 shares of iShares 3-7 Year Treasury Bond ETF worth $12.4M as of Q2 2026.
Eley Financial Management bought 3,405 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $401K.
iShares 3-7 Year Treasury Bond ETF made up 4.02% of Eley Financial Management's portfolio in Q2 2026, its #4 holding.
Eley Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Eley Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $15.8M in Q2 2023.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.