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

HBE 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 		$1.18M Buy
10,027
+274
+3% +$32.3K 0.85% 21
2026
Q1 		$1.16M Sell
9,753
-85
-0.9% -$10.1K 1.01% 20
2025
Q4 		$1.17M Buy
+9,838
New +$1.18M 1.1% 19

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

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

HBE Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.8% in Q2 2026, buying an estimated $32.3K and bringing the position to 10,027 shares worth $1.18M. The position accounts for 0.85% of the portfolio, ranked #21.

HBE Wealth Management first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • HBE Wealth Management held 10,027 shares of iShares 3-7 Year Treasury Bond ETF worth $1.18M as of Q2 2026.
  • HBE Wealth Management bought 274 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $32.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.85% of HBE Wealth Management's portfolio in Q2 2026, its #21 holding.
  • HBE Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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