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

Integrity Financial’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 Q1	$949	Sell	8 -5	-38%	-$596	﹤0.01%	286
2025 Q4	$1.55K	Hold	13	–	–	﹤0.01%	272
2025 Q3	$1.55K	Hold	13	–	–	﹤0.01%	274
2025 Q2	$1.55K	Hold	13	–	–	﹤0.01%	275
2025 Q1	$1.54K	Hold	13	–	–	﹤0.01%	258
2024 Q4	$1.5K	Buy	+13	New	+$1.52K	﹤0.01%	233
2023 Q4	–	Sell	-21	Closed	-$2.38K	–	210
2023 Q3	$2.38K	Hold	21	–	–	﹤0.01%	209
2023 Q2	$2.42K	Sell	21 -10	-32%	-$1.17K	﹤0.01%	192
2023 Q1	$3.65K	Hold	31	–	–	﹤0.01%	187
2022 Q4	$3.56K	Hold	31	–	–	﹤0.01%	181
2022 Q3	$4K	Sell	31 -154	-83%	-$18.2K	﹤0.01%	175
2022 Q2	$22K	Hold	185	–	–	0.02%	136
2022 Q1	$23K	Sell	185 -178	-49%	-$22.3K	0.02%	132
2021 Q4	$47K	Buy	+363	New	+$46.9K	0.03%	130

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrity Financial's IEI Position: Q1 2026 in Review

Integrity Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 38% in Q1 2026, selling an estimated $596 and leaving 8 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Integrity Financial first reported a position in IEI in Q4 2021 and has held it in 14 quarters since. The position peaked at $47K in Q4 2021. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Integrity Financial held 8 shares of iShares 3-7 Year Treasury Bond ETF worth $949 as of Q1 2026.
Integrity Financial sold 5 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $596.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Integrity Financial's portfolio in Q1 2026, its #286 holding.
Integrity Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
Integrity Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $47K in Q4 2021.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.