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Fairvoy Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Fairvoy Private Wealth’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 		$707K Buy
6,017
+281
+5% +$33.1K 0.14% 125
2026
Q1 		$680K Buy
5,736
+108
+2% +$12.9K 0.16% 120
2025
Q4 		$672K Sell
5,628
-516
-8% -$61.8K 0.15% 110
2025
Q3 		$734K Sell
6,144
-96
-2% -$11.4K 0.17% 105
2025
Q2 		$743K Buy
6,240
+2,911
+87% +$343K 0.18% 100
2025
Q1 		$393K Buy
+3,329
New +$388K 0.11% 129

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Fairvoy Private Wealth's IEI Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 6,017 shares worth $707K. The position accounts for 0.14% of the portfolio, ranked #125.

Fairvoy Private Wealth first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $743K in Q2 2025. 191 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Fairvoy Private Wealth held 6,017 shares of iShares 3-7 Year Treasury Bond ETF worth $707K as of Q2 2026.
  • Fairvoy Private Wealth bought 281 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $33.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.14% of Fairvoy Private Wealth's portfolio in Q2 2026, its #125 holding.
  • Fairvoy Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Fairvoy Private Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $743K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.