KWM
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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

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

Koa Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.1% in Q2 2026, selling an estimated $58.3K and leaving 7,561 shares worth $888K. The position accounts for 0.6% of the portfolio, ranked #38.

Koa Wealth Management first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 362 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Koa Wealth Management held 7,561 shares of iShares 3-7 Year Treasury Bond ETF worth $888K as of Q2 2026.
  • Koa Wealth Management sold 495 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $58.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.6% of Koa Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Koa Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Koa Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.01M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.