Independence Bank of Kentucky’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Independence Bank of Kentucky’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	$352	Hold	3	–	–	﹤0.01%	588
2026 Q1	$356	Hold	3	–	–	﹤0.01%	622
2025 Q4	$358	Hold	3	–	–	﹤0.01%	719
2025 Q3	$359	Hold	3	–	–	﹤0.01%	619
2025 Q2	$357	Hold	3	–	–	﹤0.01%	611
2025 Q1	$354	Hold	3	–	–	﹤0.01%	611
2024 Q4	$347	Hold	3	–	–	﹤0.01%	619
2024 Q3	$359	Hold	3	–	–	﹤0.01%	582
2024 Q2	$346	Hold	3	–	–	﹤0.01%	534
2024 Q1	$347	Hold	3	–	–	﹤0.01%	514
2023 Q4	$351	Hold	3	–	–	﹤0.01%	516
2023 Q3	$339	Hold	3	–	–	﹤0.01%	480
2023 Q2	$346	Hold	3	–	–	﹤0.01%	512
2023 Q1	$353	Hold	3	–	–	﹤0.01%	423
2022 Q4	$1K	Buy	+3	New	+$344	﹤0.01%	428

Other funds holding IEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Independence Bank of Kentucky's IEI Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 3 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Independence Bank of Kentucky first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1K in Q4 2022. 414 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Independence Bank of Kentucky held 3 shares of iShares 3-7 Year Treasury Bond ETF worth $352 as of Q2 2026.
Independence Bank of Kentucky 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 Independence Bank of Kentucky's portfolio in Q2 2026, its #588 holding.
Independence Bank of Kentucky first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Independence Bank of Kentucky's iShares 3-7 Year Treasury Bond ETF position peaked at $1K in Q4 2022.
414 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.