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 Q2	$623K	Hold	5,308	–	–	0.11%	49
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 $1.81T 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

Noble Family Wealth's IEI Position: Q2 2026 in Review

Noble Family Wealth held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 5,308 shares worth $623K. The position accounts for 0.11% of the portfolio, ranked #49.

Noble Family Wealth first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2023. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Noble Family Wealth held 5,308 shares of iShares 3-7 Year Treasury Bond ETF worth $623K as of Q2 2026.
Noble Family Wealth left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.11% of Noble Family Wealth's portfolio in Q2 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 14 quarters since.
Noble Family Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1.06M in Q1 2023.
822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.