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

Laurel Oak 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 		$2.34M Sell
19,905
-4,662
-19% -$549K 0.34% 59
2026
Q1 		$2.91M Sell
24,567
-2,238
-8% -$267K 0.49% 44
2025
Q4 		$3.2M Buy
+26,805
New +$3.21M 0.54% 39

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laurel Oak Wealth Management's IEI Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q2 2026, selling an estimated $549K and leaving 19,905 shares worth $2.34M. The position accounts for 0.34% of the portfolio, ranked #59.

Laurel Oak Wealth Management first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q4 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Laurel Oak Wealth Management held 19,905 shares of iShares 3-7 Year Treasury Bond ETF worth $2.34M as of Q2 2026.
  • Laurel Oak Wealth Management sold 4,662 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $549K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.34% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Laurel Oak Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3.2M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.