Golden State Equity Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Golden State Equity 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	–	Sell	-17,109	Closed	-$2.03M	–	986
2026 Q1	$2.03M	Buy	17,109 +4,038	+31%	+$482K	0.15%	156
2025 Q4	$1.56M	Buy	13,071 +46	+0.4%	+$5.5K	0.25%	81
2025 Q3	$1.56M	Buy	13,025 +157	+1%	+$18.7K	0.26%	81
2025 Q2	$1.53M	Buy	12,868 +689	+6%	+$81.3K	0.28%	81
2025 Q1	$1.44M	Buy	12,179 +10,423	+594%	+$1.21M	0.28%	90
2024 Q4	$203K	Buy	+1,756	New	+$205K	0.04%	415
2024 Q3	–	Sell	-2,556	Closed	-$295K	–	855
2024 Q2	$295K	Buy	+2,556	New	+$293K	0.06%	325
2023 Q4	–	Sell	-9,407	Closed	-$1.06M	–	373
2023 Q3	$1.06M	Sell	9,407 -35	-0.4%	-$4K	0.3%	90
2023 Q2	$1.09M	Buy	9,442 +217	+2%	+$25.4K	0.31%	80
2023 Q1	$1.09M	Buy	+9,225	New	+$1.07M	0.59%	52
2022 Q1	$637K	Buy	+5,217	New	+$655K	0.32%	92
2021 Q2	–	Sell	-3,531	Closed	-$459K	–	268
2021 Q1	$459K	Buy	+3,531	New	+$465K	0.26%	94

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Golden State Equity Partners's IEI Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 17,109 shares — an estimated $2.03M sold.

Golden State Equity Partners first reported a position in IEI in Q1 2021 and held it in 12 quarters. The position peaked at $2.03M in Q1 2026. 464 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Golden State Equity Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 17,109 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.03M.
Golden State Equity Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 12 quarters.
Golden State Equity Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q1 2026.
464 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.