HB Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HB Wealth Management’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	$224K	Buy	+1,911	New	+$225K	﹤0.01%	1537
2025 Q3	–	Sell	-2,015	Closed	-$240K	–	1356
2025 Q2	$240K	Buy	+2,015	New	+$238K	﹤0.01%	1033
2022 Q1	–	Sell	-2,945	Closed	-$379K	–	606
2021 Q4	$379K	Buy	+2,945	New	+$380K	0.01%	347

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HB Wealth Management's IEI Position: Q2 2026 in Review

HB Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,911 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in IEI as recently as Q2 2025.

HB Wealth Management first reported a position in IEI in Q4 2021 and has held it in 3 quarters since. The position peaked at $379K in Q4 2021. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

HB Wealth Management held 1,911 shares of iShares 3-7 Year Treasury Bond ETF worth $224K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new HB Wealth Management position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1537 holding.
HB Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
HB Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $379K in Q4 2021.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.