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Monument Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Monument Capital 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 		$5.03M Buy
42,857
+3,809
+10% +$448K 1.01% 30
2026
Q1 		$4.63M Sell
39,048
-1,855
-5% -$221K 1.16% 25
2025
Q4 		$4.88M Sell
40,903
-418
-1% -$50K 1.21% 23
2025
Q3 		$4.94M Sell
41,321
-221
-0.5% -$26.3K 1.23% 17
2025
Q2 		$4.95M Buy
+41,542
New +$4.9M 1.29% 17

Other funds holding IEI

AssetMark Inc
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
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Monument Capital Management's IEI Position: Q2 2026 in Review

Monument Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.8% in Q2 2026, buying an estimated $448K and bringing the position to 42,857 shares worth $5.03M. The position accounts for 1.01% of the portfolio, ranked #30.

Monument Capital Management first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Monument Capital Management held 42,857 shares of iShares 3-7 Year Treasury Bond ETF worth $5.03M as of Q2 2026.
  • Monument Capital Management bought 3,809 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.01% of Monument Capital Management's portfolio in Q2 2026, its #30 holding.
  • Monument Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.