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Fortune Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Fortune Financial Advisors’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 		$3.12M Buy
26,577
+257
+1% +$30.3K 1.34% 21
2026
Q1 		$3.12M Sell
26,320
-112
-0.4% -$13.4K 1.59% 17
2025
Q4 		$3.15M Buy
26,432
+98
+0.4% +$11.7K 2.13% 14
2025
Q3 		$3.15M Sell
26,334
-34
-0.1% -$4.04K 2.37% 11
2025
Q2 		$3.14M Buy
26,368
+1,036
+4% +$122K 2.53% 9
2025
Q1 		$2.99M Sell
25,332
-59
-0.2% -$6.87K 2.58% 8
2024
Q4 		$2.93M Buy
25,391
+653
+3% +$76.2K 2.67% 7
2024
Q3 		$2.96M Buy
24,738
+346
+1% +$40.9K 2.68% 8
2024
Q2 		$2.82M Buy
24,392
+895
+4% +$103K 1.72% 15
2024
Q1 		$2.72M Buy
23,497
+175
+0.8% +$20.3K 1.72% 15
2023
Q4 		$2.73M Buy
23,322
+102
+0.4% +$11.6K 1.91% 13
2023
Q3 		$2.63M Buy
23,220
+105
+0.5% +$12K 2.01% 12
2023
Q2 		$2.66M Buy
+23,115
New +$2.71M 2% 11

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

Fortune Financial Advisors's IEI Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.98% in Q2 2026, buying an estimated $30.3K and bringing the position to 26,577 shares worth $3.12M. The position accounts for 1.34% of the portfolio, ranked #21.

Fortune Financial Advisors first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.15M in Q4 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Fortune Financial Advisors held 26,577 shares of iShares 3-7 Year Treasury Bond ETF worth $3.12M as of Q2 2026.
  • Fortune Financial Advisors bought 257 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.34% of Fortune Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Fortune Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Fortune Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.15M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.