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

King Wealth Management 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	$232K	Sell	1,978 -28	-1%	-$3.3K	0.03%	158
2026 Q1	$238K	Sell	2,006 -34	-2%	-$4.05K	0.03%	144
2025 Q4	$243K	Sell	2,040 -66	-3%	-$7.9K	0.03%	145
2025 Q3	$252K	Sell	2,106 -76	-3%	-$9.04K	0.03%	142
2025 Q2	$260K	Buy	2,182 +103	+5%	+$12.2K	0.04%	135
2025 Q1	$246K	Buy	2,079 +43	+2%	+$5.01K	0.04%	133
2024 Q4	$235K	Buy	+2,036	New	+$238K	0.03%	135

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

King Wealth Management Group's IEI Position: Q2 2026 in Review

King Wealth Management Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.4% in Q2 2026, selling an estimated $3.3K and leaving 1,978 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #158.

King Wealth Management Group first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q2 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

King Wealth Management Group held 1,978 shares of iShares 3-7 Year Treasury Bond ETF worth $232K as of Q2 2026.
King Wealth Management Group sold 28 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.3K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of King Wealth Management Group's portfolio in Q2 2026, its #158 holding.
King Wealth Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
King Wealth Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $260K in Q2 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.