JWBC
IEI icon

John W. Brooker & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

John W. Brooker & Co’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 		$420K Buy
3,578
+654
+22% +$77K 0.51% 48
2026
Q1 		$347K Buy
+2,924
New +$349K 0.55% 47

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

John W. Brooker & Co's IEI Position: Q2 2026 in Review

John W. Brooker & Co increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 22% in Q2 2026, buying an estimated $77K and bringing the position to 3,578 shares worth $420K. The position accounts for 0.51% of the portfolio, ranked #48.

John W. Brooker & Co first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • John W. Brooker & Co held 3,578 shares of iShares 3-7 Year Treasury Bond ETF worth $420K as of Q2 2026.
  • John W. Brooker & Co bought 654 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $77K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.51% of John W. Brooker & Co's portfolio in Q2 2026, its #48 holding.
  • John W. Brooker & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.