My Personal CFO LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

My Personal CFO LLC’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	$246K	Hold	2,096	–	–	0.1%	89
2026 Q1	$249K	Hold	2,096	–	–	0.11%	82
2025 Q4	$250K	Buy	+2,096	New	+$251K	0.1%	84
2025 Q3	–	Sell	-2,096	Closed	-$250K	–	124
2025 Q2	$250K	Hold	2,096	–	–	0.11%	83
2025 Q1	$248K	Hold	2,096	–	–	0.12%	80
2024 Q4	$242K	Hold	2,096	–	–	0.12%	83
2024 Q3	$251K	Hold	2,096	–	–	0.14%	80
2024 Q2	$242K	Hold	2,096	–	–	0.13%	96
2024 Q1	$243K	Hold	2,096	–	–	0.14%	91
2023 Q4	$246K	Hold	2,096	–	–	0.16%	83
2023 Q3	$237K	Hold	2,096	–	–	0.19%	74
2023 Q2	$242K	Hold	2,096	–	–	0.19%	77
2023 Q1	$247K	Buy	2,096 +2,094	+104,700%	+$243K	0.21%	65
2022 Q4	$241K	Hold	2	–	–	0.22%	61
2022 Q3	$236K	Sell	2 -2,094	-100%	-$248K	0.36%	52
2022 Q2	$250K	Hold	2,096	–	–	0.32%	51
2022 Q1	$256K	Sell	2,096 -4,000	-66%	-$502K	0.26%	48
2021 Q4	$784K	Buy	+6,096	New	+$787K	0.68%	31

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

My Personal CFO LLC's IEI Position: Q2 2026 in Review

My Personal CFO LLC held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,096 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #89.

My Personal CFO LLC first reported a position in IEI in Q4 2021 and has held it in 18 quarters since. The position peaked at $784K in Q4 2021. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

My Personal CFO LLC held 2,096 shares of iShares 3-7 Year Treasury Bond ETF worth $246K as of Q2 2026.
My Personal CFO LLC left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.1% of My Personal CFO LLC's portfolio in Q2 2026, its #89 holding.
My Personal CFO LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
My Personal CFO LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $784K in Q4 2021.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.