Moulton Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Moulton Wealth 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	$860K	Sell	7,346 -10,046	-58%	-$1.18M	0.57%	40
2026 Q1	$2.06M	Buy	+17,392	New	+$2.07M	1.4%	21
2025 Q1	–	Sell	-17,787	Closed	-$2.06M	–	35
2024 Q4	$2.06M	Sell	17,787 -2,779	-14%	-$324K	1.58%	18
2024 Q3	$2.43M	Buy	20,566 +12,315	+149%	+$1.46M	2.03%	14
2024 Q2	$956K	Sell	8,251 -4,278	-34%	-$490K	0.87%	22
2024 Q1	$1.45M	Buy	+12,529	New	+$1.45M	1.52%	14

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Moulton Wealth Management's IEI Position: Q2 2026 in Review

Moulton Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 58% in Q2 2026, selling an estimated $1.18M and leaving 7,346 shares worth $860K. The position accounts for 0.57% of the portfolio, ranked #40.

Moulton Wealth Management first reported a position in IEI in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.43M in Q3 2024. 234 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Moulton Wealth Management held 7,346 shares of iShares 3-7 Year Treasury Bond ETF worth $860K as of Q2 2026.
Moulton Wealth Management sold 10,046 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.18M.
iShares 3-7 Year Treasury Bond ETF made up 0.57% of Moulton Wealth Management's portfolio in Q2 2026, its #40 holding.
Moulton Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
Moulton Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.43M in Q3 2024.
234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.