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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
2023
Q3 		– Sell
-10,610
Closed -$1.22M – 184
2023
Q2 		$1.22M Buy
+10,610
New +$1.24M 0.45% 69

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 351 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.
  • 351 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.