BFC Planning, Inc.’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BFC Planning, Inc.’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	$1.02M	Buy	8,712 +4,204	+93%	+$495K	0.04%	391
2026 Q1	$535K	Buy	4,508 +682	+18%	+$81.3K	0.02%	546
2025 Q4	$457K	Buy	3,826 +24	+0.6%	+$2.87K	0.02%	574
2025 Q3	$454K	Buy	3,802 +6	+0.2%	+$714	0.03%	410
2025 Q2	$452K	Buy	3,796 +172	+5%	+$20.3K	0.04%	385
2025 Q1	$428K	Sell	3,624 -965	-21%	-$112K	0.04%	367
2024 Q4	$530K	Buy	+4,589	New	+$536K	0.04%	322

Other funds holding IEI

JP Morgan Chase New York $1.84T AUM 33.86% 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 $67.2B AUM 18.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

BFC Planning, Inc.'s IEI Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 93% in Q2 2026, buying an estimated $495K and bringing the position to 8,712 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #391.

BFC Planning, Inc. first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 826 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

BFC Planning, Inc. held 8,712 shares of iShares 3-7 Year Treasury Bond ETF worth $1.02M as of Q2 2026.
BFC Planning, Inc. bought 4,204 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $495K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #391 holding.
BFC Planning, Inc. first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
826 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.