HIW
IEI icon

Holos Integrated Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Holos Integrated Wealth’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 		– Sell
-1
Closed -$118 – 394
2026
Q1 		$118 Buy
+1
New +$119 ﹤0.01% 400

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

Holos Integrated Wealth's IEI Position: Q2 2026 in Review

Holos Integrated Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 1 share — an estimated $118 sold.

Holos Integrated Wealth first reported a position in IEI in Q1 2026 and held it in 1 quarter. The position peaked at $118 in Q1 2026. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Holos Integrated Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 1 iShares 3-7 Year Treasury Bond ETF share in Q2 2026, an estimated $118.
  • Holos Integrated Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $118 in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.