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Nvest Wealth Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Nvest Wealth Strategies’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 		$14.9K Hold
127
– – 0.01% 98
2026
Q1 		$15.1K Buy
+127
New +$15.1K 0.01% 99

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Nvest Wealth Strategies's IEI Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 127 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #98.

Nvest Wealth Strategies first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.1K in Q1 2026. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Nvest Wealth Strategies held 127 shares of iShares 3-7 Year Treasury Bond ETF worth $14.9K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #98 holding.
  • Nvest Wealth Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $15.1K in Q1 2026.
  • 542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.