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

IMG 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	$2.2K	Hold	19	–	–	﹤0.01%	466
2026 Q1	$2.2K	Buy	19 +1	+6%	+$119	﹤0.01%	438
2025 Q4	$2.2K	Hold	18	–	–	﹤0.01%	510
2025 Q3	$2.18K	Hold	18	–	–	﹤0.01%	443
2025 Q2	$2.15K	Hold	18	–	–	﹤0.01%	437
2025 Q1	$2.12K	Hold	18	–	–	﹤0.01%	261
2024 Q4	$2.06K	Buy	+18	New	+$2.1K	﹤0.01%	231

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

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

IMG Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 19 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

IMG Wealth Management first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2K in Q4 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

IMG Wealth Management held 19 shares of iShares 3-7 Year Treasury Bond ETF worth $2.2K as of Q2 2026.
IMG Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #466 holding.
IMG Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.2K in Q4 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.