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

JDM Financial Group’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	$417K	Sell	3,552 -2,304	-39%	-$271K	0.14%	47
2026 Q1	$695K	Sell	5,856 -5,975	-51%	-$713K	0.27%	37
2025 Q4	$1.41M	Sell	11,831 -208	-2%	-$24.9K	0.55%	28
2025 Q3	$1.44M	Buy	+12,039	New	+$1.43M	0.6%	25
2025 Q1	–	Sell	-123	Closed	-$14.2K	–	320
2024 Q4	$14.2K	Buy	+123	New	+$14.4K	0.01%	149

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JDM Financial Group's IEI Position: Q2 2026 in Review

JDM Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 39% in Q2 2026, selling an estimated $271K and leaving 3,552 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #47.

JDM Financial Group first reported a position in IEI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

JDM Financial Group held 3,552 shares of iShares 3-7 Year Treasury Bond ETF worth $417K as of Q2 2026.
JDM Financial Group sold 2,304 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $271K.
iShares 3-7 Year Treasury Bond ETF made up 0.14% of JDM Financial Group's portfolio in Q2 2026, its #47 holding.
JDM Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
JDM Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.44M in Q3 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.