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Go Invest LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Go Invest LLC’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 		$11.3K Buy
96
+1
+1% +$118 ﹤0.01% 72
2026
Q1 		$11.3K Buy
95
+1
+1% +$119 ﹤0.01% 67
2025
Q4 		$11.3K Buy
+94
New +$11.3K ﹤0.01% 63

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
WA
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

Go Invest LLC's IEI Position: Q2 2026 in Review

Go Invest LLC increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, buying an estimated $118 and bringing the position to 96 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #72.

Go Invest LLC first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q1 2026. 476 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Go Invest LLC held 96 shares of iShares 3-7 Year Treasury Bond ETF worth $11.3K as of Q2 2026.
  • Go Invest LLC bought 1 iShares 3-7 Year Treasury Bond ETF share in Q2 2026, an estimated $118.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Go Invest LLC's portfolio in Q2 2026, its #72 holding.
  • Go Invest LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $11.3K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.