L.K. Benson & Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

L.K. Benson & Company’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	$599K	Buy	+5,104	New	+$601K	0.18%	71

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

L.K. Benson & Company's IEI Position: Q2 2026 in Review

L.K. Benson & Company opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 5,104 shares worth $599K. The stake represents 0.18% of the portfolio and ranks #71 among its holdings.

270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

L.K. Benson & Company held 5,104 shares of iShares 3-7 Year Treasury Bond ETF worth $599K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new L.K. Benson & Company position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.18% of L.K. Benson & Company's portfolio in Q2 2026, its #71 holding.
270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.