GenWealth Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $936K | Hold |
7,971
| – | – | 0.15% | 44 |
|
|
2026
Q1 | $945K | Sell |
7,971
-21
| -0.3% | -$2.5K | 0.16% | 40 |
|
|
2025
Q4 | $955K | Sell |
7,992
-42
| -0.5% | -$5.03K | 0.16% | 44 |
|
|
2025
Q3 | $960K | Sell |
8,034
-27
| -0.3% | -$3.21K | 0.18% | 43 |
|
|
2025
Q2 | $960K | Sell |
8,061
-643
| -7% | -$75.8K | 0.19% | 42 |
|
|
2025
Q1 | $1.03M | Sell |
8,704
-491
| -5% | -$57.2K | 0.23% | 38 |
|
|
2024
Q4 | $1.06M | Sell |
9,195
-34
| -0.4% | -$3.97K | 0.24% | 39 |
|
|
2024
Q3 | $1.1M | Sell |
9,229
-111
| -1% | -$13.1K | 0.25% | 38 |
|
|
2024
Q2 | $1.08M | Sell |
9,340
-133
| -1% | -$15.2K | 0.27% | 38 |
|
|
2024
Q1 | $1.1M | Sell |
9,473
-1,360
| -13% | -$158K | 0.28% | 38 |
|
|
2023
Q4 | $1.27M | Buy |
10,833
+759
| +8% | +$86.6K | 0.35% | 37 |
|
|
2023
Q3 | $1.14M | Sell |
10,074
-62
| -0.6% | -$7.09K | 0.35% | 38 |
|
|
2023
Q2 | $1.17M | Buy |
10,136
+363
| +4% | +$42.5K | 0.34% | 37 |
|
|
2023
Q1 | $1.15M | Sell |
9,773
-1,284
| -12% | -$149K | 0.35% | 37 |
|
|
2022
Q4 | $1.27M | Buy |
+11,057
| New | +$1.27M | 0.42% | 38 |
|
|
2022
Q1 | – | Sell |
-11,012
| Closed | -$1.42M | – | 74 |
|
|
2021
Q4 | $1.42M | Buy |
+11,012
| New | +$1.42M | 0.38% | 31 |
|
|
2021
Q3 | – | Sell |
-2,957
| Closed | -$385K | – | 65 |
|
|
2021
Q2 | $385K | Sell |
2,957
-1,247
| -30% | -$163K | 0.11% | 47 |
|
|
2021
Q1 | $546K | Hold |
4,204
| – | – | 0.17% | 39 |
|
|
2020
Q4 | $559K | Sell |
4,204
-284
| -6% | -$37.8K | 0.19% | 40 |
|
|
2020
Q3 | $597K | Sell |
4,488
-40,070
| -90% | -$5.35M | 0.22% | 37 |
|
|
2020
Q2 | $5.95M | Sell |
44,558
-65,477
| -60% | -$8.73M | 2.31% | 17 |
|
|
2020
Q1 | $14.7M | Buy |
110,035
+99,679
| +963% | +$12.8M | 6.4% | 4 |
|
|
2019
Q4 | $1.3M | Sell |
10,356
-541
| -5% | -$68.3K | 0.5% | 28 |
|
|
2019
Q3 | $1.38M | Sell |
10,897
-1,996
| -15% | -$252K | 0.57% | 28 |
|
|
2019
Q2 | $1.62M | Sell |
12,893
-1,605
| -11% | -$198K | 0.69% | 25 |
|
|
2019
Q1 | $1.78M | Sell |
14,498
-1,322
| -8% | -$161K | 0.8% | 24 |
|
|
2018
Q4 | $1.92M | Sell |
15,820
-494
| -3% | -$58.9K | 0.96% | 23 |
|
|
2018
Q3 | $1.94M | Buy |
16,314
+2,000
| +14% | +$239K | 0.89% | 25 |
|
|
2018
Q2 | $1.72M | Buy |
14,314
+111
| +0.8% | +$13.3K | 0.84% | 25 |
|
|
2018
Q1 | $1.71M | Buy |
14,203
+1,480
| +12% | +$178K | 0.88% | 23 |
|
|
2017
Q4 | $1.54M | Buy |
12,723
+3,175
| +33% | +$390K | 0.77% | 26 |
|
|
2017
Q3 | $1.18M | Buy |
9,548
+40
| +0.4% | +$4.96K | 0.71% | 24 |
|
|
2017
Q2 | $1.17M | Buy |
+9,508
| New | +$1.18M | 0.79% | 22 |
|
Other funds holding IEI
GenWealth Group's IEI Position: Q2 2026 in Review
GenWealth Group held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 7,971 shares worth $936K. The position accounts for 0.15% of the portfolio, ranked #44.
GenWealth Group first reported a position in IEI in Q2 2017 and has held it in 33 quarters since. The position peaked at $14.7M in Q1 2020. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- GenWealth Group held 7,971 shares of iShares 3-7 Year Treasury Bond ETF worth $936K as of Q2 2026.
- GenWealth Group left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
- iShares 3-7 Year Treasury Bond ETF made up 0.15% of GenWealth Group's portfolio in Q2 2026, its #44 holding.
- GenWealth Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and has held it in 33 quarters since.
- GenWealth Group's iShares 3-7 Year Treasury Bond ETF position peaked at $14.7M in Q1 2020.
- 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.