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

Lake Hills 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 		– Sell
-76,419
Closed -$9.06M – 73
2026
Q1 		$9.06M Buy
76,419
+2,575
+3% +$307K 5.07% 5
2025
Q4 		$8.81M Buy
73,844
+27,410
+59% +$3.28M 4.6% 6
2025
Q3 		$5.55M Buy
46,434
+1,311
+3% +$156K 2.96% 9
2025
Q2 		$5.37M Buy
45,123
+1,850
+4% +$218K 3.08% 13
2025
Q1 		$5.11M Sell
43,273
-4,558
-10% -$531K 3.53% 13
2024
Q4 		$5.53M Sell
47,831
-1,634
-3% -$191K 3.77% 7
2024
Q3 		$5.92M Buy
49,465
+1,106
+2% +$131K 3.96% 8
2024
Q2 		$5.58M Buy
48,359
+32,012
+196% +$3.67M 4.01% 8
2024
Q1 		$1.89M Buy
16,347
+13,328
+441% +$1.55M 1.7% 24
2023
Q4 		$354K Sell
3,019
-108
-3% -$12.3K 0.35% 30
2023
Q3 		$354K Hold
3,127
– – 0.36% 27
2023
Q2 		$360K Sell
3,127
-30,276
-91% -$3.55M 0.39% 32
2023
Q1 		$3.93M Buy
33,403
+26,624
+393% +$3.09M 4.1% 9
2022
Q4 		$779K Buy
+6,779
New +$777K 0.78% 31

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

Lake Hills Wealth Management's IEI Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 76,419 shares — an estimated $9.06M sold.

Lake Hills Wealth Management first reported a position in IEI in Q4 2022 and held it in 14 quarters. The position peaked at $9.06M in Q1 2026. 362 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Lake Hills Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 76,419 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.06M.
  • Lake Hills Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
  • Lake Hills Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $9.06M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.