Five Pine Wealth Management
IEI icon

Five Pine Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Five Pine 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
Q3 		– Sell
-1,919
Closed -$225K – 51
2026
Q2 		$225K Sell
1,919
-81
-4% -$9.5K 0.13% 46
2026
Q1 		$237K Buy
+2,000
New +$239K 0.15% 42

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Five Pine Wealth Management's IEI Position: Q3 2026 in Review

Five Pine Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 1,919 shares — an estimated $225K sold.

Five Pine Wealth Management first reported a position in IEI in Q1 2026 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Five Pine Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Five Pine Wealth Management sold 1,919 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $225K.
  • Five Pine Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and held it in 2 quarters.
  • Five Pine Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $237K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.