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

EntreWealth’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	$3.68M	Buy	32,471 +2,011	+7%	+$233K	1.31%	21
2026 Q2	$3.54M	Buy	30,460 +3,308	+12%	+$389K	1.31%	21
2026 Q1	$3.22M	Buy	27,152 +519	+2%	+$61.9K	1.44%	21
2025 Q4	$3.18M	Buy	26,633 +3,827	+17%	+$458K	1.43%	21
2025 Q3	$2.73M	Buy	22,806 +3,760	+20%	+$447K	1.4%	22
2025 Q2	$2.27M	Buy	19,046 +2,192	+13%	+$259K	1.57%	21
2025 Q1	$1.99M	Buy	16,854 +1,109	+7%	+$129K	1.53%	20
2024 Q4	$1.88M	Buy	+15,745	New	+$1.84M	1.74%	17

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

EntreWealth's IEI Position: Q3 2026 in Review

EntreWealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.6% in Q3 2026, buying an estimated $233K and bringing the position to 32,471 shares worth $3.68M. The position accounts for 1.31% of the portfolio, ranked #21.

EntreWealth first reported a position in IEI in Q4 2024 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

EntreWealth held 32,471 shares of iShares 3-7 Year Treasury Bond ETF worth $3.68M as of Q3 2026.
EntreWealth bought 2,011 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $233K.
iShares 3-7 Year Treasury Bond ETF made up 1.31% of EntreWealth's portfolio in Q3 2026, its #21 holding.
EntreWealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.