Keating Financial Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$91.5K Buy
779
+38
+5% +$4.47K 0.01% 521
2026
Q1
$87.9K Buy
741
+10
+1% +$1.19K 0.01% 486
2025
Q4
$87.2K Buy
+731
New +$87.5K 0.01% 533

Other funds holding IEI

Keating Financial Advisory Services's IEI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.1% in Q2 2026, buying an estimated $4.47K and bringing the position to 779 shares worth $91.5K. The position accounts for 0.01% of the portfolio, ranked #521.

Keating Financial Advisory Services first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Keating Financial Advisory Services held 779 shares of iShares 3-7 Year Treasury Bond ETF worth $91.5K as of Q2 2026.
  • Keating Financial Advisory Services bought 38 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.47K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #521 holding.
  • Keating Financial Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.