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

Koa 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 Q3	$866K	Buy	7,631 +70	+0.9%	+$8.11K	0.56%	35
2026 Q2	$888K	Sell	7,561 -495	-6%	-$58.3K	0.6%	38
2026 Q1	$955K	Sell	8,056 -434	-5%	-$51.8K	0.69%	36
2025 Q4	$1.01M	Buy	8,490 +2,235	+36%	+$267K	0.7%	36
2025 Q3	$748K	Buy	+6,255	New	+$744K	0.55%	41

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Koa Wealth Management's IEI Position: Q3 2026 in Review

Koa Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.93% in Q3 2026, buying an estimated $8.11K and bringing the position to 7,631 shares worth $866K. The position accounts for 0.56% of the portfolio, ranked #35.

Koa Wealth Management first reported a position in IEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 352 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Koa Wealth Management held 7,631 shares of iShares 3-7 Year Treasury Bond ETF worth $866K as of Q3 2026.
Koa Wealth Management bought 70 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $8.11K.
iShares 3-7 Year Treasury Bond ETF made up 0.56% of Koa Wealth Management's portfolio in Q3 2026, its #35 holding.
Koa Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
Koa Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.01M in Q4 2025.
352 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.