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

JPL 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	$7.23M	Buy	61,566 +2,093	+4%	+$246K	1.44%	18
2026 Q1	$7.05M	Buy	59,473 +7,088	+14%	+$845K	1.62%	18
2025 Q4	$6.25M	Buy	52,385 +7,567	+17%	+$906K	1.52%	19
2025 Q3	$5.36M	Buy	44,818 +1,982	+5%	+$236K	1.27%	21
2025 Q2	$5.1M	Buy	42,836 +4,380	+11%	+$517K	1.38%	23
2025 Q1	$4.54M	Buy	38,456 +2,746	+8%	+$320K	1.3%	25
2024 Q4	$4.13M	Buy	+35,710	New	+$4.17M	1.18%	26
2024 Q2	$1.7M	Buy	14,740 +2,794	+23%	+$320K	0.83%	59
2024 Q1	$1.38M	Buy	11,946 +3,791	+46%	+$440K	0.76%	60
2023 Q4	$955K	Buy	+8,155	New	+$931K	0.69%	70

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

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

JPL Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.5% in Q2 2026, buying an estimated $246K and bringing the position to 61,566 shares worth $7.23M. The position accounts for 1.44% of the portfolio, ranked #18.

JPL Wealth Management first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

JPL Wealth Management held 61,566 shares of iShares 3-7 Year Treasury Bond ETF worth $7.23M as of Q2 2026.
JPL Wealth Management bought 2,093 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $246K.
iShares 3-7 Year Treasury Bond ETF made up 1.44% of JPL Wealth Management's portfolio in Q2 2026, its #18 holding.
JPL Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.