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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's IEI Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.85% in Q1 2026, buying an estimated $596 and bringing the position to 593 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #363.

Gen-Wealth Partners first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Gen-Wealth Partners held 593 shares of iShares 3-7 Year Treasury Bond ETF worth $70.3K as of Q1 2026.
Gen-Wealth Partners bought 5 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $596.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #363 holding.
Gen-Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.