Financial Management Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Financial Management Network’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 Q3	–	Sell	-43,349	Closed	-$5.07M	–	215
2026 Q2	$5.07M	Sell	43,349 -4,136	-9%	-$487K	0.73%	35
2026 Q1	$5.63M	Sell	47,485 -2,483	-5%	-$296K	0.86%	34
2025 Q4	$5.96M	Sell	49,968 -2,467	-5%	-$295K	0.94%	31
2025 Q3	$6.25M	Buy	52,435 +1,455	+3%	+$173K	1.03%	27
2025 Q2	$6.02M	Sell	50,980 -5,742	-10%	-$677K	1.08%	23
2025 Q1	$6.71M	Buy	56,722 +2,124	+4%	+$247K	1.51%	15
2024 Q4	$6.3M	Buy	54,598 +13,370	+32%	+$1.56M	1.31%	20
2024 Q3	$4.87M	Buy	41,228 +32,896	+395%	+$3.89M	1.02%	26
2024 Q2	$965K	Buy	+8,332	New	+$955K	0.23%	70

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Financial Management Network's IEI Position: Q3 2026 in Review

Financial Management Network sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 43,349 shares — an estimated $5.07M sold.

Financial Management Network first reported a position in IEI in Q2 2024 and held it in 9 quarters. The position peaked at $6.71M in Q1 2025. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Financial Management Network reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Financial Management Network sold 43,349 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $5.07M.
Financial Management Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 9 quarters.
Financial Management Network's iShares 3-7 Year Treasury Bond ETF position peaked at $6.71M in Q1 2025.
252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.