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

Iams Wealth Management’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 		$816K Sell
6,944
-258
-4% -$30.4K 0.25% 115
2026
Q1 		$854K Sell
7,202
-439
-6% -$52.4K 0.3% 101
2025
Q4 		$912K Buy
7,641
+2,203
+41% +$264K 0.33% 97
2025
Q3 		$650K Buy
5,438
+413
+8% +$49.1K 0.26% 105
2025
Q2 		$598K Buy
5,025
+117
+2% +$13.8K 0.27% 101
2025
Q1 		$580K Sell
4,908
-299
-6% -$34.8K 0.27% 106
2024
Q4 		$602K Buy
+5,207
New +$608K 0.28% 95
2024
Q3 		– Sell
-1,749
Closed -$202K – 151
2024
Q2 		$202K Sell
1,749
-2,142
-55% -$246K 0.11% 134
2024
Q1 		$449K Buy
3,891
+373
+11% +$43.3K 0.27% 85
2023
Q4 		$412K Buy
3,518
+1,228
+54% +$140K 0.27% 90
2023
Q3 		$259K Buy
+2,290
New +$262K 0.18% 102

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Iams Wealth Management's IEI Position: Q2 2026 in Review

Iams Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.6% in Q2 2026, selling an estimated $30.4K and leaving 6,944 shares worth $816K. The position accounts for 0.25% of the portfolio, ranked #115.

Iams Wealth Management first reported a position in IEI in Q3 2023 and has held it in 11 quarters since. The position peaked at $912K in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Iams Wealth Management held 6,944 shares of iShares 3-7 Year Treasury Bond ETF worth $816K as of Q2 2026.
  • Iams Wealth Management sold 258 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.25% of Iams Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Iams Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Iams Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $912K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.