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

Institute for 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 		$9.28K Buy
+79
New +$9.3K ﹤0.01% 1331
2025
Q3 		– Sell
-1,714
Closed -$204K – 583
2025
Q2 		$204K Buy
+1,714
New +$202K 0.02% 537
2020
Q1 		– Sell
-30
Closed -$4K – 509
2019
Q4 		$4K Buy
+30
New +$3.79K ﹤0.01% 646

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 22.9% 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

Institute for Wealth Management's IEI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 79 shares worth $9.28K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IEI as recently as Q2 2025.

Institute for Wealth Management first reported a position in IEI in Q4 2019 and has held it in 3 quarters since. The position peaked at $204K in Q2 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Institute for Wealth Management held 79 shares of iShares 3-7 Year Treasury Bond ETF worth $9.28K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1331 holding.
  • Institute for Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Institute for Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $204K in Q2 2025.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.