Oak Grove Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Oak Grove Capital’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 Q3	$1.16M	Hold	10,200	–	–	0.05%	74
2026 Q2	$1.2M	Sell	10,200 -12,100	-54%	-$1.42M	0.06%	66
2026 Q1	$2.64M	Sell	22,300 -1,500	-6%	-$179K	0.22%	43
2025 Q4	$2.84M	Buy	23,800 +16,300	+217%	+$1.95M	0.34%	36
2025 Q3	$896K	Buy	+7,500	New	+$892K	0.13%	44

Other funds holding IEI

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Grove Capital's IEI Position: Q3 2026 in Review

Oak Grove Capital held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 10,200 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #74.

Oak Grove Capital first reported a position in IEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.84M in Q4 2025. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Oak Grove Capital held 10,200 shares of iShares 3-7 Year Treasury Bond ETF worth $1.16M as of Q3 2026.
Oak Grove Capital left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Oak Grove Capital's portfolio in Q3 2026, its #74 holding.
Oak Grove Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
Oak Grove Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $2.84M in Q4 2025.
44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.