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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HORAN Wealth's IEI Position: Q1 2026 in Review

HORAN Wealth opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 7,948 shares worth $949K. The stake represents 0.09% of the portfolio and ranks #99 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in IEI as recently as Q3 2025.

HORAN Wealth first reported a position in IEI in Q3 2025 and has held it in 2 quarters since. The position peaked at $995K in Q3 2025. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • HORAN Wealth held 7,948 shares of iShares 3-7 Year Treasury Bond ETF worth $949K as of Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new HORAN Wealth position in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of HORAN Wealth's portfolio in Q1 2026, its #99 holding.
  • HORAN Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • HORAN Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $995K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.