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InTrack Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

InTrack Investment 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 		$6.34M Buy
54,004
+3,537
+7% +$416K 3.14% 5
2026
Q1 		$5.99M Buy
50,467
+6,952
+16% +$829K 3.41% 4
2025
Q4 		$5.19M Buy
43,515
+10,745
+33% +$1.29M 2.91% 7
2025
Q3 		$3.92M Buy
32,770
+8,146
+33% +$969K 2.34% 10
2025
Q2 		$2.93M Buy
+24,624
New +$2.9M 1.97% 12
2023
Q3 		– Sell
-2,712
Closed -$313K – 136
2023
Q2 		$313K Sell
2,712
-300
-10% -$35.1K 0.26% 114
2023
Q1 		$357K Hold
3,012
– – 0.33% 91
2022
Q4 		$346K Hold
3,012
– – 0.35% 81
2022
Q3 		$344K Hold
3,012
– – 0.38% 82
2022
Q2 		$359K Sell
3,012
-100
-3% -$12K 0.37% 79
2022
Q1 		$380K Sell
3,112
-160
-5% -$20.1K 0.31% 90
2021
Q4 		$421K Hold
3,272
– – 0.29% 97
2021
Q3 		$422K Hold
3,272
– – 0.31% 91
2021
Q2 		$429K Hold
3,272
– – 0.34% 84
2021
Q1 		$425K Hold
3,272
– – 0.39% 74
2020
Q4 		$435K Buy
+3,272
New +$435K 0.43% 64

Other funds holding IEI

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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

InTrack Investment Management's IEI Position: Q2 2026 in Review

InTrack Investment Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7% in Q2 2026, buying an estimated $416K and bringing the position to 54,004 shares worth $6.34M. The position accounts for 3.14% of the portfolio, ranked #5.

InTrack Investment Management first reported a position in IEI in Q4 2020 and has held it in 16 quarters since. 167 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • InTrack Investment Management held 54,004 shares of iShares 3-7 Year Treasury Bond ETF worth $6.34M as of Q2 2026.
  • InTrack Investment Management bought 3,537 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $416K.
  • iShares 3-7 Year Treasury Bond ETF made up 3.14% of InTrack Investment Management's portfolio in Q2 2026, its #5 holding.
  • InTrack Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.