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

EPG 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
Q1 		$11.7K Hold
99
– – ﹤0.01% 279
2025
Q4 		$11.8K Hold
99
– – ﹤0.01% 272
2025
Q3 		$11.8K Hold
99
– – ﹤0.01% 273
2025
Q2 		$11.8K Hold
99
– – ﹤0.01% 267
2025
Q1 		$11.7K Sell
99
-77
-44% -$8.97K ﹤0.01% 365
2024
Q4 		$20.3K Hold
176
– – 0.01% 343
2024
Q3 		$21.1K Buy
+176
New +$20.8K 0.01% 342
2024
Q2 		– Sell
-263
Closed -$30.1K – 367
2024
Q1 		$30.5K Hold
263
– – 0.01% 342
2023
Q4 		$30.3K Hold
263
– – 0.01% 329
2023
Q3 		$29.8K Sell
263
-70
-21% -$8.01K 0.01% 318
2023
Q2 		$38.4K Sell
333
-302
-48% -$35.4K 0.01% 303
2023
Q1 		$74.7K Buy
+635
New +$73.8K 0.02% 278
2020
Q2 		– Sell
-43
Closed -$6K – 424
2020
Q1 		$6K Sell
43
-39
-48% -$5.03K ﹤0.01% 562
2019
Q4 		$10K Buy
+82
New +$10.4K 0.01% 426

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's IEI Position: Q1 2026 in Review

EPG Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 99 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

EPG Wealth Management first reported a position in IEI in Q4 2019 and has held it in 14 quarters since. The position peaked at $74.7K in Q1 2023. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • EPG Wealth Management held 99 shares of iShares 3-7 Year Treasury Bond ETF worth $11.7K as of Q1 2026.
  • EPG Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #279 holding.
  • EPG Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • EPG Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $74.7K in Q1 2023.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.