JCIC Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

JCIC Asset 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	$203K	Hold	1,715	–	–	0.06%	60
2026 Q1	$203K	Hold	1,715	–	–	0.06%	60
2025 Q4	$205K	Hold	1,715	–	–	0.06%	53
2025 Q3	$205K	Buy	+1,715	New	+$204K	0.06%	52
2025 Q1	$203K	Buy	+1,715	New	+$200K	0.08%	46

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

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

JCIC Asset Management's IEI Position: Q2 2026 in Review

JCIC Asset Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 1,715 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #60.

JCIC Asset Management first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $205K in Q3 2025. 190 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

JCIC Asset Management held 1,715 shares of iShares 3-7 Year Treasury Bond ETF worth $203K as of Q2 2026.
JCIC Asset Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of JCIC Asset Management's portfolio in Q2 2026, its #60 holding.
JCIC Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
JCIC Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $205K in Q3 2025.
190 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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