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

ETF Store’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 		$3.17M Sell
26,986
-855
-3% -$101K 2.65% 8
2026
Q1 		$3.3M Buy
27,841
+891
+3% +$106K 3.22% 6
2025
Q4 		$3.22M Buy
26,950
+607
+2% +$72.6K 3.28% 6
2025
Q3 		$3.15M Buy
26,343
+2,194
+9% +$261K 3.34% 6
2025
Q2 		$2.88M Sell
24,149
-492
-2% -$58K 3.33% 8
2025
Q1 		$2.91M Sell
24,641
-1,544
-6% -$180K 3.57% 7
2024
Q4 		$3.03M Buy
26,185
+2,109
+9% +$246K 3.75% 6
2024
Q3 		$2.88M Buy
24,076
+4,565
+23% +$539K 2.96% 8
2024
Q2 		$2.25M Sell
19,511
-18,326
-48% -$2.1M 2.32% 12
2024
Q1 		$4.38M Buy
37,837
+5,861
+18% +$680K 2.5% 9
2023
Q4 		$3.75M Sell
31,976
-2,931
-8% -$334K 2.42% 11
2023
Q3 		$3.9M Buy
34,907
+142
+0.4% +$16.2K 2.79% 11
2023
Q2 		$4.03M Buy
+34,765
New +$4.07M 2.82% 10

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

ETF Store's IEI Position: Q2 2026 in Review

ETF Store reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.1% in Q2 2026, selling an estimated $101K and leaving 26,986 shares worth $3.17M. The position accounts for 2.65% of the portfolio, ranked #8.

ETF Store first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.38M in Q1 2024. 384 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • ETF Store held 26,986 shares of iShares 3-7 Year Treasury Bond ETF worth $3.17M as of Q2 2026.
  • ETF Store sold 855 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares 3-7 Year Treasury Bond ETF made up 2.65% of ETF Store's portfolio in Q2 2026, its #8 holding.
  • ETF Store first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • ETF Store's iShares 3-7 Year Treasury Bond ETF position peaked at $4.38M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.