HORAN Wealth
IEI icon

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

HORAN 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
Q3 		$475K Sell
4,189
-1,133
-21% -$131K 0.05% 170
2026
Q2 		$625K Sell
5,322
-2,626
-33% -$309K 0.08% 127
2026
Q1 		$949K Buy
+7,948
New +$948K 0.09% 99
2025
Q4 		– Sell
-8,322
Closed -$995K – 190
2025
Q3 		$995K Buy
+8,322
New +$990K 0.16% 89

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HORAN Wealth's IEI Position: Q3 2026 in Review

HORAN Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 21% in Q3 2026, selling an estimated $131K and leaving 4,189 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #170.

HORAN Wealth first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $995K in Q3 2025. 653 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • HORAN Wealth held 4,189 shares of iShares 3-7 Year Treasury Bond ETF worth $475K as of Q3 2026.
  • HORAN Wealth sold 1,133 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $131K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #170 holding.
  • HORAN Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • HORAN Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $995K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.