Founders Grove Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Founders Grove Wealth Partners’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	$993K	Sell	8,452 -4,864	-37%	-$573K	0.2%	84
2026 Q1	$1.58M	Buy	13,316 +273	+2%	+$32.6K	0.36%	60
2025 Q4	$1.56M	Buy	13,043 +3,359	+35%	+$402K	0.35%	58
2025 Q3	$1.16M	Buy	9,684 +7,059	+269%	+$840K	0.27%	69
2025 Q2	$313K	Buy	+2,625	New	+$310K	0.08%	111

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 Grove Wealth Partners's IEI Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 37% in Q2 2026, selling an estimated $573K and leaving 8,452 shares worth $993K. The position accounts for 0.2% of the portfolio, ranked #84.

Founders Grove Wealth Partners first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Founders Grove Wealth Partners held 8,452 shares of iShares 3-7 Year Treasury Bond ETF worth $993K as of Q2 2026.
Founders Grove Wealth Partners sold 4,864 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $573K.
iShares 3-7 Year Treasury Bond ETF made up 0.2% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #84 holding.
Founders Grove Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Founders Grove Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.58M in Q1 2026.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.