McKinley Carter Wealth Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

McKinley Carter Wealth Services’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	$14M	Buy	119,027 +25,922	+28%	+$3.05M	0.72%	30
2026 Q1	$11M	Buy	93,105 +69,454	+294%	+$8.28M	0.64%	35
2025 Q4	$2.82M	Buy	+23,651	New	+$2.83M	0.16%	108
2023 Q4	–	Sell	-2,988	Closed	-$338K	–	305
2023 Q3	$338K	Sell	2,988 -1,004	-25%	-$115K	0.03%	236
2023 Q2	$460K	Sell	3,992 -2,508	-39%	-$294K	0.03%	212
2023 Q1	$765K	Sell	6,500 -842	-11%	-$97.9K	0.06%	171
2022 Q4	$844K	Sell	7,342 -3,734	-34%	-$428K	0.07%	155
2022 Q3	$1.27M	Sell	11,076 -1,569	-12%	-$186K	0.12%	117
2022 Q2	$1.51M	Sell	12,645 -1,722	-12%	-$206K	0.13%	111
2022 Q1	$1.75M	Sell	14,367 -4,508	-24%	-$566K	0.14%	109
2021 Q4	$2.43M	Sell	18,875 -554	-3%	-$71.5K	0.18%	95
2021 Q3	$2.53M	Sell	19,429 -3,606	-16%	-$473K	0.21%	91
2021 Q2	$3.01M	Sell	23,035 -4,914	-18%	-$641K	0.25%	85
2021 Q1	$3.63M	Buy	27,949 +12,270	+78%	+$1.61M	0.31%	72
2020 Q4	$2.08M	Buy	+15,679	New	+$2.08M	0.27%	87

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McKinley Carter Wealth Services's IEI Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 28% in Q2 2026, buying an estimated $3.05M and bringing the position to 119,027 shares worth $14M. The position accounts for 0.72% of the portfolio, ranked #30.

McKinley Carter Wealth Services first reported a position in IEI in Q4 2020 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

McKinley Carter Wealth Services held 119,027 shares of iShares 3-7 Year Treasury Bond ETF worth $14M as of Q2 2026.
McKinley Carter Wealth Services bought 25,922 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.05M.
iShares 3-7 Year Treasury Bond ETF made up 0.72% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #30 holding.
McKinley Carter Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.