Noble Family Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Noble Family Wealth’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 Q1	$630K	Hold	5,308	–	–	0.13%	49
2025 Q4	$634K	Sell	5,308 -1	-0%	-$120	0.13%	50
2025 Q3	$634K	Hold	5,309	–	–	0.14%	50
2025 Q2	$632K	Hold	5,309	–	–	0.15%	49
2025 Q1	$627K	Sell	5,309 -600	-10%	-$69.9K	0.17%	46
2024 Q4	$683K	Sell	5,909 -586	-9%	-$68.4K	0.19%	44
2024 Q3	$777K	Sell	6,495 -100	-2%	-$11.8K	0.21%	43
2024 Q2	$762K	Sell	6,595 -365	-5%	-$41.8K	0.22%	43
2024 Q1	$806K	Sell	6,960 -55	-0.8%	-$6.38K	0.23%	43
2023 Q4	$822K	Sell	7,015 -493	-7%	-$56.3K	0.25%	43
2023 Q3	$850K	Sell	7,508 -1,425	-16%	-$163K	0.29%	40
2023 Q2	$1.03M	Sell	8,933 -50	-0.6%	-$5.86K	0.34%	38
2023 Q1	$1.06M	Buy	+8,983	New	+$1.04M	0.36%	38

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Noble Family Wealth's IEI Position: Q1 2026 in Review

Noble Family Wealth held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 5,308 shares worth $630K. The position accounts for 0.13% of the portfolio, ranked #49.

Noble Family Wealth first reported a position in IEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Noble Family Wealth held 5,308 shares of iShares 3-7 Year Treasury Bond ETF worth $630K as of Q1 2026.
Noble Family Wealth left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.13% of Noble Family Wealth's portfolio in Q1 2026, its #49 holding.
Noble Family Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1.06M in Q1 2023.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.