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 Q2	$11.6K	Hold	99	–	–	﹤0.01%	275
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 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

EPG Wealth Management's IEI Position: Q2 2026 in Review

EPG Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 99 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

EPG Wealth Management first reported a position in IEI in Q4 2019 and has held it in 15 quarters since. The position peaked at $74.7K in Q1 2023. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

EPG Wealth Management held 99 shares of iShares 3-7 Year Treasury Bond ETF worth $11.6K as of Q2 2026.
EPG Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #275 holding.
EPG Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $74.7K in Q1 2023.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.