Founders Financial Alliance’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Founders Financial Alliance’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	$7.65K	Sell	65 -16	-20%	-$1.88K	﹤0.01%	704
2026 Q1	$9.61K	Hold	81	–	–	﹤0.01%	640
2025 Q4	$9.67K	Hold	81	–	–	﹤0.01%	509
2025 Q3	$9.68K	Hold	81	–	–	﹤0.01%	611
2025 Q2	$9.65K	Hold	81	–	–	﹤0.01%	462
2025 Q1	$9.57K	Hold	81	–	–	﹤0.01%	531
2024 Q4	$9.36K	Hold	81	–	–	﹤0.01%	486
2024 Q3	$9.69K	Hold	81	–	–	﹤0.01%	495
2024 Q2	$9.35K	Hold	81	–	–	﹤0.01%	476
2024 Q1	$9.38K	Buy	+81	New	+$9.4K	﹤0.01%	482
2023 Q3	–	Sell	-131	Closed	-$15.1K	–	493
2023 Q2	$15.1K	Buy	+131	New	+$15.3K	0.01%	426

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Alliance's IEI Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q2 2026, selling an estimated $1.88K and leaving 65 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Founders Financial Alliance first reported a position in IEI in Q2 2023 and has held it in 11 quarters since. The position peaked at $15.1K in Q2 2023. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Founders Financial Alliance held 65 shares of iShares 3-7 Year Treasury Bond ETF worth $7.65K as of Q2 2026.
Founders Financial Alliance sold 16 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.88K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #704 holding.
Founders Financial Alliance first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
Founders Financial Alliance's iShares 3-7 Year Treasury Bond ETF position peaked at $15.1K in Q2 2023.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.