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

MY 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	$2.28M	Buy	+19,443	New	+$2.29M	1.61%	20
2026 Q1	–	Sell	-15,756	Closed	-$1.88M	–	31
2025 Q4	$1.88M	Sell	15,756 -40	-0.3%	-$4.79K	1.64%	18
2025 Q3	$1.89M	Buy	15,796 +186	+1%	+$22.1K	1.66%	19
2025 Q2	$1.86M	Buy	+15,610	New	+$1.84M	1.78%	17

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 Wealth Management's IEI Position: Q2 2026 in Review

MY Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 19,443 shares worth $2.28M. The stake represents 1.61% of the portfolio and ranks #20 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in IEI as recently as Q4 2025.

MY Wealth Management first reported a position in IEI in Q2 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

MY Wealth Management held 19,443 shares of iShares 3-7 Year Treasury Bond ETF worth $2.28M as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new MY Wealth Management position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 1.61% of MY Wealth Management's portfolio in Q2 2026, its #20 holding.
MY Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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