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

Kelly Financial Services’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 		$302K Sell
2,569
-2,767
-52% -$326K 0.06% 102
2026
Q1 		$631K Buy
5,336
+3,490
+189% +$416K 0.15% 57
2025
Q4 		$220K Buy
+1,846
New +$221K 0.06% 113
2025
Q2 		– Sell
-1,832
Closed -$216K – 118
2025
Q1 		$216K Sell
1,832
-177
-9% -$20.6K 0.08% 103
2024
Q4 		$234K Buy
+2,009
New +$234K 0.08% 103

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Kelly Financial Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 52% in Q2 2026, selling an estimated $326K and leaving 2,569 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #102.

Kelly Financial Services first reported a position in IEI in Q4 2024 and has held it in 5 quarters since. The position peaked at $631K in Q1 2026. 345 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Kelly Financial Services held 2,569 shares of iShares 3-7 Year Treasury Bond ETF worth $302K as of Q2 2026.
  • Kelly Financial Services sold 2,767 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $326K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #102 holding.
  • Kelly Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Kelly Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $631K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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