JGP Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

JGP Wealth 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	$455K	Buy	3,877 +89	+2%	+$10.5K	0.04%	158
2026 Q1	$449K	Sell	3,788 -860	-19%	-$103K	0.05%	151
2025 Q4	$555K	Buy	4,648 +1,788	+63%	+$214K	0.06%	141
2025 Q3	$342K	Sell	2,860 -384	-12%	-$45.7K	0.04%	160
2025 Q2	$386K	Buy	3,244 +1,123	+53%	+$132K	0.05%	150
2025 Q1	$251K	Buy	+2,121	New	+$247K	0.03%	171
2021 Q2	–	Sell	-1,650	Closed	-$214K	–	161
2021 Q1	$214K	Buy	+1,650	New	+$217K	0.05%	142

Other funds holding IEI

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

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

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

JGP Wealth Management's IEI Position: Q2 2026 in Review

JGP Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,877 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #158.

JGP Wealth Management first reported a position in IEI in Q1 2021 and has held it in 7 quarters since. The position peaked at $555K in Q4 2025. 297 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

JGP Wealth Management held 3,877 shares of iShares 3-7 Year Treasury Bond ETF worth $455K as of Q2 2026.
JGP Wealth Management bought 89 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.5K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of JGP Wealth Management's portfolio in Q2 2026, its #158 holding.
JGP Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 7 quarters since.
JGP Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $555K in Q4 2025.
297 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.