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 Q3	$25.8M	Buy	227,218 +620	+0.3%	+$71.9K	16.96%	1
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Hoese & Co's IEI Position: Q3 2026 in Review

Hoese & Co increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.27% in Q3 2026, buying an estimated $71.9K and bringing the position to 227,218 shares worth $25.8M. The position accounts for 16.96% of the portfolio, ranked #1.

Hoese & Co first reported a position in IEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.8M in Q1 2026. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Hoese & Co held 227,218 shares of iShares 3-7 Year Treasury Bond ETF worth $25.8M as of Q3 2026.
Hoese & Co bought 620 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $71.9K.
iShares 3-7 Year Treasury Bond ETF made up 16.96% of Hoese & Co's portfolio in Q3 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 9 quarters since.
Hoese & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $26.8M in Q1 2026.
252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.