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 Q3	$70.2K	Buy	619 +15	+2%	+$1.74K	0.02%	338
2026 Q2	$71K	Buy	604 +11	+2%	+$1.3K	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 $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 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

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gen-Wealth Partners's IEI Position: Q3 2026 in Review

Gen-Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.5% in Q3 2026, buying an estimated $1.74K and bringing the position to 619 shares worth $70.2K. The position accounts for 0.02% of the portfolio, ranked #338.

Gen-Wealth Partners first reported a position in IEI in Q1 2024 and has held it in 11 quarters since. The position peaked at $71K in Q2 2026. 697 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Gen-Wealth Partners held 619 shares of iShares 3-7 Year Treasury Bond ETF worth $70.2K as of Q3 2026.
Gen-Wealth Partners bought 15 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.74K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q3 2026, its #338 holding.
Gen-Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $71K in Q2 2026.
697 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.