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

Flagstone Financial 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
Q2 		$240K Hold
2,042
– – 0.05% 69
2026
Q1 		$242K Hold
2,042
– – 0.06% 63
2025
Q4 		$244K Hold
2,042
– – 0.06% 60
2025
Q3 		$244K Hold
2,042
– – 0.06% 53
2025
Q2 		$243K Sell
2,042
-43
-2% -$5.07K 0.07% 51
2025
Q1 		$246K Hold
2,085
– – 0.08% 47
2024
Q4 		$241K Buy
2,085
+51
+3% +$5.95K 0.08% 48
2024
Q3 		$243K Hold
2,034
– – 0.08% 44
2024
Q2 		$235K Hold
2,034
– – 0.09% 42
2024
Q1 		$236K Buy
2,034
+86
+4% +$9.98K 0.09% 40
2023
Q4 		$228K Buy
+1,948
New +$222K 0.09% 42

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

Flagstone Financial Management's IEI Position: Q2 2026 in Review

Flagstone Financial Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,042 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #69.

Flagstone Financial Management first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q1 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Flagstone Financial Management held 2,042 shares of iShares 3-7 Year Treasury Bond ETF worth $240K as of Q2 2026.
  • Flagstone Financial Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Flagstone Financial Management's portfolio in Q2 2026, its #69 holding.
  • Flagstone Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Flagstone Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $246K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.