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

Gen-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	$71K	Buy	604 +11	+2%	+$1.29K	0.02%	367
2026 Q1	$70.3K	Buy	593 +5	+0.9%	+$596	0.02%	363
2025 Q4	$70.2K	Buy	588 +14	+2%	+$1.68K	0.02%	361
2025 Q3	$68.6K	Buy	574 +10	+2%	+$1.19K	0.02%	362
2025 Q2	$67.2K	Buy	564 +10	+2%	+$1.18K	0.03%	318
2025 Q1	$65.4K	Buy	554 +5	+0.9%	+$582	0.03%	315
2024 Q4	$63.4K	Buy	549 +6	+1%	+$700	0.03%	345
2024 Q3	$63.4K	Buy	543 +542	+54,200%	+$64.1K	0.03%	360
2024 Q2	$144	Sell	1 -10	-91%	-$1.15K	﹤0.01%	638
2024 Q1	$1.3K	Buy	+11	New	+$1.28K	﹤0.01%	579

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

Gen-Wealth Partners's IEI Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, buying an estimated $1.29K and bringing the position to 604 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #367.

Gen-Wealth Partners first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Gen-Wealth Partners held 604 shares of iShares 3-7 Year Treasury Bond ETF worth $71K as of Q2 2026.
Gen-Wealth Partners bought 11 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #367 holding.
Gen-Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.