Howe & Rusling’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Howe & Rusling’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	$29.5K	Buy	251 +40	+19%	+$4.71K	﹤0.01%	400
2026 Q1	$25K	Buy	211 +111	+111%	+$13.2K	﹤0.01%	396
2025 Q4	$11.9K	Buy	100 +91	+1,011%	+$10.9K	﹤0.01%	424
2025 Q3	$1.08K	Hold	9	–	–	﹤0.01%	447
2025 Q2	$1.07K	Sell	9 -5	-36%	-$590	﹤0.01%	458
2025 Q1	$1.65K	Sell	14 -111	-89%	-$12.9K	﹤0.01%	426
2024 Q4	$14.4K	Buy	125 +9	+8%	+$1.05K	﹤0.01%	356
2024 Q3	$13.9K	Hold	116	–	–	﹤0.01%	351
2024 Q2	$13.4K	Hold	116	–	–	﹤0.01%	325
2024 Q1	$13.4K	Sell	116 -144	-55%	-$16.7K	﹤0.01%	332
2023 Q4	$30.5K	Buy	+260	New	+$29.7K	﹤0.01%	292
2023 Q2	–	Sell	-134	Closed	-$15.8K	–	340
2023 Q1	$15.8K	Sell	134 -68	-34%	-$7.9K	﹤0.01%	272
2022 Q4	$23.2K	Buy	+202	New	+$23.2K	﹤0.01%	262

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Howe & Rusling's IEI Position: Q2 2026 in Review

Howe & Rusling increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q2 2026, buying an estimated $4.71K and bringing the position to 251 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Howe & Rusling first reported a position in IEI in Q4 2022 and has held it in 13 quarters since. The position peaked at $30.5K in Q4 2023. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Howe & Rusling held 251 shares of iShares 3-7 Year Treasury Bond ETF worth $29.5K as of Q2 2026.
Howe & Rusling bought 40 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.71K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #400 holding.
Howe & Rusling first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Howe & Rusling's iShares 3-7 Year Treasury Bond ETF position peaked at $30.5K in Q4 2023.
822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.