Empirical Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.33M | Buy |
11,342
+333
| +3% | +$39.2K | 0.02% | 344 |
|
|
2026
Q1 | $1.31M | Sell |
11,009
-663
| -6% | -$79.1K | 0.02% | 303 |
|
|
2025
Q4 | $1.39M | Buy |
11,672
+3,226
| +38% | +$386K | 0.02% | 286 |
|
|
2025
Q3 | $1.01M | Buy |
8,446
+744
| +10% | +$88.5K | 0.02% | 328 |
|
|
2025
Q2 | $917K | Buy |
7,702
+898
| +13% | +$106K | 0.02% | 320 |
|
|
2025
Q1 | $804K | Buy |
6,804
+1,049
| +18% | +$122K | 0.02% | 323 |
|
|
2024
Q4 | $665K | Buy |
5,755
+1,396
| +32% | +$163K | 0.02% | 340 |
|
|
2024
Q3 | $521K | Sell |
4,359
-669
| -13% | -$79.1K | 0.01% | 362 |
|
|
2024
Q2 | $581K | Buy |
5,028
+264
| +6% | +$30.3K | 0.02% | 331 |
|
|
2024
Q1 | $552K | Buy |
4,764
+131
| +3% | +$15.2K | 0.02% | 329 |
|
|
2023
Q4 | $543K | Buy |
4,633
+873
| +23% | +$99.6K | 0.02% | 311 |
|
|
2023
Q3 | $425K | Sell |
3,760
-711
| -16% | -$81.3K | 0.02% | 325 |
|
|
2023
Q2 | $515K | Buy |
4,471
+730
| +20% | +$85.5K | 0.02% | 301 |
|
|
2023
Q1 | $440K | Buy |
3,741
+93
| +3% | +$10.8K | 0.02% | 338 |
|
|
2022
Q4 | $419K | Sell |
3,648
-527
| -13% | -$60.4K | 0.02% | 333 |
|
|
2022
Q3 | $477K | Sell |
4,175
-448
| -10% | -$53K | 0.03% | 309 |
|
|
2022
Q2 | $552K | Sell |
4,623
-292
| -6% | -$34.9K | 0.03% | 279 |
|
|
2022
Q1 | $600K | Sell |
4,915
-511
| -9% | -$64.1K | 0.03% | 296 |
|
|
2021
Q4 | $698K | Buy |
5,426
+407
| +8% | +$52.5K | 0.03% | 278 |
|
|
2021
Q3 | $653K | Sell |
5,019
-89
| -2% | -$11.7K | 0.04% | 248 |
|
|
2021
Q2 | $667K | Buy |
5,108
+98
| +2% | +$12.8K | 0.04% | 241 |
|
|
2021
Q1 | $651K | Sell |
5,010
-1,344
| -21% | -$177K | 0.05% | 213 |
|
|
2020
Q4 | $845K | Buy |
6,354
+366
| +6% | +$48.7K | 0.06% | 171 |
|
|
2020
Q3 | $800K | Buy |
5,988
+282
| +5% | +$37.7K | 0.07% | 159 |
|
|
2020
Q2 | $763K | Sell |
5,706
-254
| -4% | -$33.9K | 0.07% | 156 |
|
|
2020
Q1 | $795K | Sell |
5,960
-718
| -11% | -$92.5K | 0.09% | 132 |
|
|
2019
Q4 | $840K | Sell |
6,678
-2,069
| -24% | -$261K | 0.09% | 139 |
|
|
2019
Q3 | $1.11M | Buy |
8,747
+3,302
| +61% | +$417K | 0.13% | 108 |
|
|
2019
Q2 | $685K | Buy |
+5,445
| New | +$673K | 0.09% | 125 |
|
|
2018
Q3 | – | Sell |
-1,797
| Closed | -$216K | – | 221 |
|
|
2018
Q2 | $216K | Sell |
1,797
-526
| -23% | -$62.9K | 0.04% | 171 |
|
|
2018
Q1 | $280K | Sell |
2,323
-870
| -27% | -$105K | 0.06% | 139 |
|
|
2017
Q4 | $390K | Buy |
3,193
+231
| +8% | +$28.4K | 0.08% | 100 |
|
|
2017
Q3 | $366K | Sell |
2,962
-309
| -9% | -$38.3K | 0.08% | 99 |
|
|
2017
Q2 | $404K | Buy |
3,271
+54
| +2% | +$6.68K | 0.1% | 94 |
|
|
2017
Q1 | $396K | Sell |
3,217
-67
| -2% | -$8.22K | 0.1% | 91 |
|
|
2016
Q4 | $402K | Sell |
3,284
-286
| -8% | -$35.5K | 0.1% | 86 |
|
|
2016
Q3 | $452K | Buy |
3,570
+2
| +0.1% | +$253 | 0.12% | 74 |
|
|
2016
Q2 | $454K | Sell |
3,568
-888
| -20% | -$112K | 0.12% | 73 |
|
|
2016
Q1 | $561K | Sell |
4,456
-1,115
| -20% | -$139K | 0.14% | 66 |
|
|
2015
Q4 | $683K | Sell |
5,571
-465
| -8% | -$57.4K | 0.17% | 61 |
|
|
2015
Q3 | $752K | Buy |
6,036
+1,144
| +23% | +$141K | 0.18% | 61 |
|
|
2015
Q2 | $602K | Buy |
4,892
+82
| +2% | +$10.1K | 0.14% | 67 |
|
|
2015
Q1 | $597K | Sell |
4,810
-183
| -4% | -$22.6K | 0.14% | 64 |
|
|
2014
Q4 | $611K | Sell |
4,993
-486
| -9% | -$59.5K | 0.15% | 65 |
|
|
2014
Q3 | $665K | Buy |
5,479
+11
| +0.2% | +$1.34K | 0.16% | 61 |
|
|
2014
Q2 | $666K | Buy |
5,468
+2
| +0% | +$243 | 0.17% | 57 |
|
|
2014
Q1 | $660K | Sell |
5,466
-462
| -8% | -$55.9K | 0.17% | 58 |
|
|
2013
Q4 | $712K | Sell |
5,928
-546
| -8% | -$66.2K | 0.2% | 48 |
|
|
2013
Q3 | $786K | Sell |
6,474
-1,297
| -17% | -$156K | 0.25% | 46 |
|
|
2013
Q2 | $938K | Buy |
+7,771
| New | +$955K | 0.31% | 33 |
|
Other funds holding IEI
TWM
FWI
WA
Empirical Wealth Management's IEI Position: Q2 2026 in Review
Empirical Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3% in Q2 2026, buying an estimated $39.2K and bringing the position to 11,342 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #344.
Empirical Wealth Management first reported a position in IEI in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.39M in Q4 2025. 618 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- Empirical Wealth Management held 11,342 shares of iShares 3-7 Year Treasury Bond ETF worth $1.33M as of Q2 2026.
- Empirical Wealth Management bought 333 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.2K.
- iShares 3-7 Year Treasury Bond ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #344 holding.
- Empirical Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 50 quarters since.
- Empirical Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.39M in Q4 2025.
- 618 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.