Phil A. Younker & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Phil A. Younker & Associates’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	–	Sell	-7,500	Closed	-$890K	–	34
2026 Q1	$890K	Hold	7,500	–	–	0.59%	20
2025 Q4	$895K	Hold	7,500	–	–	0.62%	21
2025 Q3	$896K	Hold	7,500	–	–	0.69%	18
2025 Q2	$893K	Hold	7,500	–	–	0.88%	18
2025 Q1	$886K	Hold	7,500	–	–	0.87%	18
2024 Q4	$867K	Buy	+7,500	New	+$875K	0.87%	16

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

Phil A. Younker & Associates's IEI Position: Q2 2026 in Review

Phil A. Younker & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 7,500 shares — an estimated $890K sold.

Phil A. Younker & Associates first reported a position in IEI in Q4 2024 and held it in 6 quarters. The position peaked at $896K in Q3 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Phil A. Younker & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Phil A. Younker & Associates sold 7,500 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $890K.
Phil A. Younker & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Phil A. Younker & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $896K in Q3 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.