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Guidance Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Guidance Capital’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 		$236K Hold
2,019
– – 0.05% 221
2026
Q1 		$238K Buy
2,019
+6
+0.3% +$716 0.05% 215
2025
Q4 		$240K Buy
+2,013
New +$241K 0.06% 214

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Guidance Capital's IEI Position: Q2 2026 in Review

Guidance Capital held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,019 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #221.

Guidance Capital first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 190 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Guidance Capital held 2,019 shares of iShares 3-7 Year Treasury Bond ETF worth $236K as of Q2 2026.
  • Guidance Capital left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Guidance Capital's portfolio in Q2 2026, its #221 holding.
  • Guidance Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Guidance Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $240K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.