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Goldstone Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Goldstone Financial Group’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 		$391K Sell
3,326
-7
-0.2% -$824 0.04% 195
2026
Q1 		$395K Sell
3,333
-391
-10% -$46.6K 0.04% 181
2025
Q4 		$444K Buy
3,724
+735
+25% +$88K 0.05% 170
2025
Q3 		$357K Buy
2,989
+649
+28% +$77.2K 0.04% 177
2025
Q2 		$276K Buy
2,340
+318
+16% +$37.5K 0.04% 183
2025
Q1 		$239K Sell
2,022
-527
-21% -$61.4K 0.04% 182
2024
Q4 		$295K Sell
2,549
-20,521
-89% -$2.4M 0.05% 168
2024
Q3 		$2.76M Buy
23,070
+3,234
+16% +$382K 0.48% 46
2024
Q2 		$2.29M Buy
19,836
+505
+3% +$57.9K 0.46% 49
2024
Q1 		$2.24M Buy
19,331
+4,156
+27% +$482K 0.51% 41
2023
Q4 		$1.78M Buy
15,175
+4,353
+40% +$497K 0.46% 43
2023
Q3 		$1.22M Buy
10,822
+1,321
+14% +$151K 0.36% 55
2023
Q2 		$1.1M Buy
9,501
+3,551
+60% +$416K 0.32% 58
2023
Q1 		$700K Buy
+5,950
New +$691K 0.23% 73

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldstone Financial Group's IEI Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.21% in Q2 2026, selling an estimated $824 and leaving 3,326 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #195.

Goldstone Financial Group first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76M in Q3 2024. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Goldstone Financial Group held 3,326 shares of iShares 3-7 Year Treasury Bond ETF worth $391K as of Q2 2026.
  • Goldstone Financial Group sold 7 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $824.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Goldstone Financial Group's portfolio in Q2 2026, its #195 holding.
  • Goldstone Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.76M in Q3 2024.
  • 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.