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Monograph Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Monograph Wealth Advisors’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 		$736K Buy
6,264
+642
+11% +$75.6K 0.06% 73
2026
Q1 		$667K Buy
+5,622
New +$671K 0.06% 75

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

Monograph Wealth Advisors's IEI Position: Q2 2026 in Review

Monograph Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 11% in Q2 2026, buying an estimated $75.6K and bringing the position to 6,264 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #73.

Monograph Wealth Advisors first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Monograph Wealth Advisors held 6,264 shares of iShares 3-7 Year Treasury Bond ETF worth $736K as of Q2 2026.
  • Monograph Wealth Advisors bought 642 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Monograph Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Monograph Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.