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Legacy Private Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Legacy Private Trust’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
Q3 		$1.38M Buy
12,135
+485
+4% +$56.2K 0.08% 144
2026
Q2 		$1.37M Buy
11,650
+700
+6% +$82.4K 0.08% 150
2026
Q1 		$1.3M Sell
10,950
-3,737
-25% -$446K 0.08% 147
2025
Q4 		$1.75M Sell
14,687
-2,186
-13% -$262K 0.1% 133
2025
Q3 		$2.02M Hold
16,873
– – 0.12% 117
2025
Q2 		$2.01M Sell
16,873
-1,732
-9% -$204K 0.13% 117
2025
Q1 		$2.2M Buy
18,605
+1,222
+7% +$142K 0.15% 107
2024
Q4 		$2.01M Sell
17,383
-1,176
-6% -$137K 0.13% 119
2024
Q3 		$2.22M Buy
18,559
+765
+4% +$90.4K 0.15% 113
2024
Q2 		$2.05M Hold
17,794
– – 0.15% 112
2024
Q1 		$2.06M Buy
17,794
+3,871
+28% +$449K 0.15% 112
2023
Q4 		$1.63M Buy
13,923
+11,421
+456% +$1.3M 0.13% 121
2023
Q3 		$283K Buy
+2,502
New +$286K 0.02% 207
2018
Q4 		– Sell
-3,105
Closed -$370K – 228
2018
Q3 		$370K Hold
3,105
– – 0.04% 186
2018
Q2 		$373K Sell
3,105
-415
-12% -$49.6K 0.04% 186
2018
Q1 		$425K Buy
+3,520
New +$424K 0.05% 183
2013
Q4 		– Sell
-3,292
Closed -$400K – 209
2013
Q3 		$400K Buy
+3,292
New +$396K 0.08% 134

Other funds holding IEI

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's IEI Position: Q3 2026 in Review

Legacy Private Trust increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.2% in Q3 2026, buying an estimated $56.2K and bringing the position to 12,135 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #144.

Legacy Private Trust first reported a position in IEI in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.22M in Q3 2024. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Legacy Private Trust held 12,135 shares of iShares 3-7 Year Treasury Bond ETF worth $1.38M as of Q3 2026.
  • Legacy Private Trust bought 485 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $56.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Legacy Private Trust's portfolio in Q3 2026, its #144 holding.
  • Legacy Private Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and has held it in 17 quarters since.
  • Legacy Private Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $2.22M in Q3 2024.
  • 44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.