KFG
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Kelly Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kelly Financial Group’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 		$436K Sell
3,715
-199
-5% -$23.4K 0.1% 58
2026
Q1 		$464K Sell
3,914
-74
-2% -$8.83K 0.12% 56
2025
Q4 		$476K Sell
3,988
-254
-6% -$30.4K 0.12% 49
2025
Q3 		$507K Sell
4,242
-652
-13% -$77.6K 0.13% 48
2025
Q2 		$583K Sell
4,894
-6,639
-58% -$783K 0.17% 44
2025
Q1 		$1.36M Sell
11,533
-4,007
-26% -$467K 0.43% 34
2024
Q4 		$1.8M Buy
+15,540
New +$1.81M 0.64% 28

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
CF
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Kelly Financial Group's IEI Position: Q2 2026 in Review

Kelly Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.1% in Q2 2026, selling an estimated $23.4K and leaving 3,715 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #58.

Kelly Financial Group first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2024. 242 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Kelly Financial Group held 3,715 shares of iShares 3-7 Year Treasury Bond ETF worth $436K as of Q2 2026.
  • Kelly Financial Group sold 199 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.1% of Kelly Financial Group's portfolio in Q2 2026, its #58 holding.
  • Kelly Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.8M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.