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Hoese & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hoese & Co’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 		$26.6M Buy
226,598
+600
+0.3% +$70.6K 17.29% 1
2026
Q1 		$26.8M Buy
225,998
+4,514
+2% +$538K 19.89% 1
2025
Q4 		$26.4M Buy
221,484
+29,626
+15% +$3.55M 18.84% 1
2025
Q3 		$22.9M Buy
191,858
+650
+0.3% +$77.3K 17.53% 1
2025
Q2 		$22.8M Buy
191,208
+2,299
+1% +$271K 18.37% 1
2025
Q1 		$22.3M Sell
188,909
-1,369
-0.7% -$159K 19.35% 1
2024
Q4 		$22M Buy
190,278
+169,694
+824% +$19.8M 19.09% 1
2024
Q3 		$2.46M Buy
+20,584
New +$2.43M 2.06% 12

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Hoese & Co's IEI Position: Q2 2026 in Review

Hoese & Co increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.27% in Q2 2026, buying an estimated $70.6K and bringing the position to 226,598 shares worth $26.6M. The position accounts for 17.29% of the portfolio, ranked #1.

Hoese & Co first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.8M in Q1 2026. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Hoese & Co held 226,598 shares of iShares 3-7 Year Treasury Bond ETF worth $26.6M as of Q2 2026.
  • Hoese & Co bought 600 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $70.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 17.29% of Hoese & Co's portfolio in Q2 2026, its #1 holding.
  • Hoese & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoese & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $26.8M in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.