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Ethos Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ethos Financial Group’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 		$415K Sell
3,560
-800
-18% -$94.2K 0.03% 406
2026
Q1 		$517K Hold
4,360
– – 0.04% 300
2025
Q4 		$520K Sell
4,360
-700
-14% -$83.8K 0.04% 279
2025
Q3 		$605K Sell
5,060
-75
-1% -$8.92K 0.05% 239
2025
Q2 		$612K Sell
5,135
-1,000
-16% -$118K 0.05% 238
2025
Q1 		$709K Hold
6,135
– – 0.07% 190
2024
Q4 		$709K Hold
6,135
– – 0.09% 130
2024
Q3 		$734K Hold
6,135
– – 0.12% 97
2024
Q2 		$708K Hold
6,135
– – 0.12% 103
2024
Q1 		$711K Sell
6,135
-1,520
-20% -$176K 0.13% 104
2023
Q4 		$897K Buy
+7,655
New +$874K 0.19% 82

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ethos Financial Group's IEI Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 18% in Q2 2026, selling an estimated $94.2K and leaving 3,560 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #406.

Ethos Financial Group first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $897K in Q4 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Ethos Financial Group held 3,560 shares of iShares 3-7 Year Treasury Bond ETF worth $415K as of Q2 2026.
  • Ethos Financial Group sold 800 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $94.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #406 holding.
  • Ethos Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Ethos Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $897K in Q4 2023.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.