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Paulson Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Paulson Wealth Management’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 		$14.5M Buy
123,856
+9,309
+8% +$1.1M 3.09% 7
2026
Q1 		$13.6M Buy
114,547
+17,972
+19% +$2.14M 3.18% 8
2025
Q4 		$11.5M Buy
96,575
+7,091
+8% +$849K 2.66% 10
2025
Q3 		$10.7M Buy
89,484
+7,905
+10% +$940K 2.53% 10
2025
Q2 		$9.72M Buy
81,579
+1,421
+2% +$168K 2.52% 10
2025
Q1 		$9.47M Buy
80,158
+2,860
+4% +$333K 2.67% 10
2024
Q4 		$8.93M Buy
77,298
+9,244
+14% +$1.08M 2.44% 10
2024
Q3 		$8.14M Buy
68,054
+5,191
+8% +$613K 2.18% 11
2024
Q2 		$7.26M Buy
62,863
+8,248
+15% +$945K 2.12% 11
2024
Q1 		$6.32M Buy
54,615
+7,409
+16% +$860K 1.86% 13
2023
Q4 		$5.53M Buy
+47,206
New +$5.39M 1.77% 13

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paulson Wealth Management's IEI Position: Q2 2026 in Review

Paulson Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 123,856 shares worth $14.5M. The position accounts for 3.09% of the portfolio, ranked #7.

Paulson Wealth Management first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Paulson Wealth Management held 123,856 shares of iShares 3-7 Year Treasury Bond ETF worth $14.5M as of Q2 2026.
  • Paulson Wealth Management bought 9,309 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.1M.
  • iShares 3-7 Year Treasury Bond ETF made up 3.09% of Paulson Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Paulson Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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