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

Friedenthal Financial’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 		$23.7K Buy
202
+22
+12% +$2.59K 0.01% 167
2026
Q1 		$21.3K Buy
180
+2
+1% +$239 0.01% 166
2025
Q4 		$21.2K Buy
178
+46
+35% +$5.5K 0.01% 166
2025
Q3 		$15.8K Hold
132
– – 0.01% 181
2025
Q2 		$15.7K Sell
132
-37,319
-100% -$4.4M 0.01% 177
2025
Q1 		$4.42M Buy
+37,451
New +$4.36M 2.64% 8
2020
Q3 		– Sell
-64,459
Closed -$8.62M – 53
2020
Q2 		$8.62M Buy
+64,459
New +$8.59M 7.38% 2
2016
Q2 		– Sell
-5,206
Closed -$638K – 48
2016
Q1 		$638K Hold
5,206
– – 0.58% 18
2015
Q4 		$638K Buy
5,206
+49
+1% +$6.05K 0.58% 18
2015
Q3 		$643K Hold
5,157
– – 0.58% 16
2015
Q2 		$634K Hold
5,157
– – 0.55% 25
2015
Q1 		$640K Hold
5,157
– – 0.54% 28
2014
Q4 		$631K Hold
5,157
– – 0.54% 26
2014
Q3 		$626K Buy
5,157
+115
+2% +$14K 0.53% 24
2014
Q2 		$614K Sell
5,042
-162
-3% -$19.7K 0.5% 27
2014
Q1 		$628K Buy
5,204
+125
+2% +$15.1K 0.53% 23
2013
Q4 		$610K Buy
+5,079
New +$616K 0.57% 20

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Friedenthal Financial's IEI Position: Q2 2026 in Review

Friedenthal Financial increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, buying an estimated $2.59K and bringing the position to 202 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #167.

Friedenthal Financial first reported a position in IEI in Q4 2013 and has held it in 17 quarters since. The position peaked at $8.62M in Q2 2020. 172 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Friedenthal Financial held 202 shares of iShares 3-7 Year Treasury Bond ETF worth $23.7K as of Q2 2026.
  • Friedenthal Financial bought 22 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.59K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Friedenthal Financial's portfolio in Q2 2026, its #167 holding.
  • Friedenthal Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2013 and has held it in 17 quarters since.
  • Friedenthal Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $8.62M in Q2 2020.
  • 172 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.