NWAG
IEI icon

Net Worth Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Net Worth Advisory Group’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 		– Sell
-4,605
Closed -$546K – 436
2026
Q1 		$546K Buy
4,605
+83
+2% +$9.9K 0.11% 186
2025
Q4 		$540K Buy
+4,522
New +$541K 0.11% 193
2025
Q3 		– Sell
-4,436
Closed -$528K – 442
2025
Q2 		$528K Buy
+4,436
New +$523K 0.12% 187

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Net Worth Advisory Group's IEI Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 4,605 shares — an estimated $546K sold.

Net Worth Advisory Group first reported a position in IEI in Q2 2025 and held it in 3 quarters. The position peaked at $546K in Q1 2026. 168 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Net Worth Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 4,605 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $546K.
  • Net Worth Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $546K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.