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Independent Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Independent Financial Group’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 		$941K Sell
8,012
-3,002
-27% -$353K 0.02% 719
2026
Q1 		$1.31M Sell
11,014
-12,382
-53% -$1.48M 0.03% 530
2025
Q4 		$2.79M Sell
23,396
-1,950
-8% -$233K 0.06% 305
2025
Q3 		$3.03M Buy
25,346
+2,789
+12% +$332K 0.07% 266
2025
Q2 		$2.69M Buy
22,557
+869
+4% +$103K 0.07% 268
2025
Q1 		$2.56M Buy
21,688
+2,483
+13% +$289K 0.09% 229
2024
Q4 		$2.22M Buy
19,205
+3,942
+26% +$460K 0.07% 266
2024
Q3 		$1.83M Buy
15,263
+12,737
+504% +$1.51M 0.07% 289
2024
Q2 		$292K Sell
2,526
-179
-7% -$20.5K 0.01% 850
2024
Q1 		$313K Sell
2,705
-164
-6% -$19K 0.01% 758
2023
Q4 		$336K Buy
2,869
+1,049
+58% +$120K 0.02% 674
2023
Q3 		$206K Sell
1,820
-54
-3% -$6.17K 0.01% 821
2023
Q2 		$216K Hold
1,874
– – 0.01% 791
2023
Q1 		$220K Buy
+1,874
New +$218K 0.02% 737
2022
Q2 		– Sell
-3,910
Closed -$477K – 761
2022
Q1 		$477K Buy
3,910
+1,896
+94% +$238K 0.04% 442
2021
Q4 		$259K Buy
+2,014
New +$260K 0.02% 648
2021
Q3 		– Sell
-2,213
Closed -$289K – 731
2021
Q2 		$289K Sell
2,213
-2,620
-54% -$342K 0.03% 542
2021
Q1 		$628K Sell
4,833
-3,308
-41% -$435K 0.08% 270
2020
Q4 		$1.08M Sell
8,141
-277
-3% -$36.8K 0.16% 157
2020
Q3 		$1.12M Sell
8,418
-403
-5% -$53.9K 0.21% 120
2020
Q2 		$1.18M Buy
8,821
+284
+3% +$37.9K 0.26% 93
2020
Q1 		$1.14M Buy
+8,537
New +$1.1M 0.33% 70

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

Independent Financial Group's IEI Position: Q2 2026 in Review

Independent Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 27% in Q2 2026, selling an estimated $353K and leaving 8,012 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #719.

Independent Financial Group first reported a position in IEI in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.03M in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Independent Financial Group held 8,012 shares of iShares 3-7 Year Treasury Bond ETF worth $941K as of Q2 2026.
  • Independent Financial Group sold 3,002 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $353K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #719 holding.
  • Independent Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Independent Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $3.03M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.