HCR Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HCR Wealth Advisors’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	$1.32M	Buy	11,235 +90	+0.8%	+$10.6K	0.12%	97
2026 Q1	$1.32M	Sell	11,145 -584	-5%	-$69.7K	0.14%	94
2025 Q4	$1.4M	Sell	11,729 -685	-6%	-$82K	0.14%	95
2025 Q3	$1.48M	Buy	12,414 +2,100	+20%	+$250K	0.15%	83
2025 Q2	$1.23M	Buy	10,314 +200	+2%	+$23.6K	0.14%	92
2025 Q1	$1.19M	Sell	10,114 -1,925	-16%	-$224K	0.16%	91
2024 Q4	$1.39M	Sell	12,039 -331	-3%	-$38.6K	0.17%	82
2024 Q3	$1.48M	Buy	12,370 +80	+0.7%	+$9.45K	0.19%	82
2024 Q2	$1.42M	Buy	12,290 +210	+2%	+$24.1K	0.2%	75
2024 Q1	$1.4M	Buy	12,080 +1,530	+15%	+$178K	0.21%	72
2023 Q4	$1.24M	Buy	10,550 +7,675	+267%	+$876K	0.2%	78
2023 Q3	$325K	Buy	+2,875	New	+$329K	0.07%	125
2023 Q2	–	Sell	-2,225	Closed	-$262K	–	181
2023 Q1	$262K	Hold	2,225	–	–	0.05%	147
2022 Q4	$256K	Hold	2,225	–	–	0.05%	148
2022 Q3	$254K	Buy	+2,225	New	+$263K	0.05%	145
2020 Q2	–	Sell	-506	Closed	-$67K	–	253
2020 Q1	$67K	Buy	506 +501	+10,020%	+$64.6K	0.02%	167
2019 Q4	$1K	Buy	+5	New	+$631	﹤0.01%	232

Other funds holding IEI

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

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return