LifeSteps Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LifeSteps Financial’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	$7.99K	Buy	+68	New	+$8.01K	﹤0.01%	455

Other funds holding IEI

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

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

LifeSteps Financial's IEI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 68 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings.

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

LifeSteps Financial held 68 shares of iShares 3-7 Year Treasury Bond ETF worth $7.99K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new LifeSteps Financial position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #455 holding.
362 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.