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

KDK Private 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	–	Sell	-1,742	Closed	-$207K	–	59
2026 Q1	$207K	Hold	1,742	–	–	0.19%	59
2025 Q4	$208K	Sell	1,742 -218	-11%	-$26.1K	0.18%	71
2025 Q3	$234K	Buy	1,960 +1	+0.1%	+$119	0.24%	53
2025 Q2	$233K	Buy	1,959 +83	+4%	+$9.79K	0.25%	55
2025 Q1	$219K	Sell	1,876 -59	-3%	-$6.87K	0.25%	49
2024 Q4	$223K	Buy	+1,935	New	+$226K	0.23%	50

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

KDK Private Wealth Management's IEI Position: Q2 2026 in Review

KDK Private Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 1,742 shares — an estimated $207K sold.

KDK Private Wealth Management first reported a position in IEI in Q4 2024 and held it in 6 quarters. The position peaked at $234K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

KDK Private Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
KDK Private Wealth Management sold 1,742 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $207K.
KDK Private Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
KDK Private Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $234K in Q3 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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