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

Kingsview 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	$1.02M	Sell	8,723 -3,173	-27%	-$374K	0.01%	744
2026 Q1	$1.41M	Sell	11,896 -2,301	-16%	-$274K	0.02%	582
2025 Q4	$1.69M	Sell	14,197 -541	-4%	-$64.7K	0.02%	510
2025 Q3	$1.76M	Sell	14,738 -13,792	-48%	-$1.64M	0.03%	479
2025 Q2	$3.4M	Buy	28,530 +5,544	+24%	+$654K	0.06%	316
2025 Q1	$2.72M	Buy	22,986 +9,285	+68%	+$1.08M	0.05%	321
2024 Q4	$1.58M	Buy	13,701 +350	+3%	+$40.9K	0.03%	444
2024 Q3	$1.6M	Sell	13,351 -2,637	-16%	-$312K	0.03%	422
2024 Q2	$1.85M	Sell	15,988 -4,467	-22%	-$512K	0.04%	367
2024 Q1	$2.37M	Buy	20,455 +4,122	+25%	+$478K	0.06%	302
2023 Q4	$1.91M	Sell	16,333 -72,057	-82%	-$8.22M	0.06%	292
2023 Q3	$10M	Buy	88,390 +29,430	+50%	+$3.37M	0.36%	61
2023 Q2	$6.8M	Sell	58,960 -838	-1%	-$98.1K	0.27%	88
2023 Q1	$7.04M	Buy	59,798 +10,862	+22%	+$1.26M	0.3%	79
2022 Q4	$5.62M	Sell	48,936 -10,818	-18%	-$1.24M	0.24%	100
2022 Q3	$6.83M	Sell	59,754 -2,185	-4%	-$259K	0.32%	72
2022 Q2	$7.39M	Buy	61,939 +11,295	+22%	+$1.35M	0.35%	68
2022 Q1	$6.18M	Sell	50,644 -2,032	-4%	-$255K	0.27%	89
2021 Q4	$6.78M	Buy	52,676 +8,105	+18%	+$1.05M	0.28%	81
2021 Q3	$5.8M	Buy	44,571 +13,281	+42%	+$1.74M	0.27%	82
2021 Q2	$4.08M	Buy	31,290 +8,353	+36%	+$1.09M	0.2%	120
2021 Q1	$2.98M	Buy	22,937 +8,611	+60%	+$1.13M	0.17%	133
2020 Q4	$1.91M	Buy	14,326 +6,653	+87%	+$885K	0.14%	161
2020 Q3	$1.02M	Buy	7,673 +3,194	+71%	+$427K	0.09%	217
2020 Q2	$599K	Buy	+4,479	New	+$597K	0.06%	293
2017 Q3	–	Sell	-1,678	Closed	-$207K	–	388
2017 Q2	$207K	Sell	1,678 -113	-6%	-$14K	0.11%	235
2017 Q1	$220K	Buy	+1,791	New	+$220K	0.13%	206

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

Kingsview Wealth Management's IEI Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 27% in Q2 2026, selling an estimated $374K and leaving 8,723 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #744.

Kingsview Wealth Management first reported a position in IEI in Q1 2017 and has held it in 27 quarters since. The position peaked at $10M in Q3 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Kingsview Wealth Management held 8,723 shares of iShares 3-7 Year Treasury Bond ETF worth $1.02M as of Q2 2026.
Kingsview Wealth Management sold 3,173 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $374K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #744 holding.
Kingsview Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and has held it in 27 quarters since.
Kingsview Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $10M in Q3 2023.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.