IFG Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$127K Buy
+1,078
New +$127K ﹤0.01% 996
2026
Q1
Sell
-2,821
Closed -$337K 595
2025
Q4
$337K Sell
2,821
-7,209
-72% -$863K 0.01% 607
2025
Q3
$1.2M Buy
10,030
+2,100
+26% +$250K 0.05% 325
2025
Q2
$944K Buy
7,930
+319
+4% +$37.6K 0.05% 355
2025
Q1
$899K Buy
7,611
+32
+0.4% +$3.73K 0.05% 340
2024
Q4
$876K Buy
+7,579
New +$885K 0.05% 321
2024
Q3
Sell
-7,240
Closed -$836K 489
2024
Q2
$836K Buy
+7,240
New +$830K 0.05% 312
2024
Q1
Sell
-6,386
Closed -$748K 461
2023
Q4
$748K Buy
+6,386
New +$729K 0.05% 298
2023
Q1
Sell
-2,543
Closed -$292K 515
2022
Q4
$292K Sell
2,543
-4,093
-62% -$469K 0.03% 405
2022
Q3
$758K Buy
6,636
+1,816
+38% +$215K 0.07% 251
2022
Q2
$575K Buy
4,820
+207
+4% +$24.7K 0.06% 270
2022
Q1
$563K Buy
+4,613
New +$579K 0.06% 287

Other funds holding IEI

IFG Advisory's IEI Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,078 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IEI as recently as Q4 2025.

IFG Advisory first reported a position in IEI in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • IFG Advisory held 1,078 shares of iShares 3-7 Year Treasury Bond ETF worth $127K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new IFG Advisory position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #996 holding.
  • IFG Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • IFG Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $1.2M in Q3 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.