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

Latko 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 		$4.59M Sell
39,046
-5,033
-11% -$593K 1.95% 15
2026
Q1 		$5.23M Sell
44,079
-10,879
-20% -$1.3M 2.55% 12
2025
Q4 		$6.56M Buy
54,958
+1,200
+2% +$144K 3.21% 10
2025
Q3 		$6.42M Buy
53,758
+3,893
+8% +$463K 3.26% 10
2025
Q2 		$5.94M Sell
49,865
-5,133
-9% -$605K 3.34% 8
2025
Q1 		$6.5M Buy
54,998
+353
+0.6% +$41.1K 4.21% 7
2024
Q4 		$6.31M Buy
54,645
+5,608
+11% +$655K 3.74% 7
2024
Q3 		$5.87M Buy
+49,037
New +$5.8M 3.56% 7

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

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

Latko Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 11% in Q2 2026, selling an estimated $593K and leaving 39,046 shares worth $4.59M. The position accounts for 1.95% of the portfolio, ranked #15.

Latko Wealth Management first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.56M in Q4 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Latko Wealth Management held 39,046 shares of iShares 3-7 Year Treasury Bond ETF worth $4.59M as of Q2 2026.
  • Latko Wealth Management sold 5,033 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $593K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.95% of Latko Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Latko Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Latko Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $6.56M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.