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

Pinnacle Wealth Management Advisory Group’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	$4.54M	Buy	38,652 +870	+2%	+$102K	0.27%	81
2026 Q1	$4.48M	Buy	37,782 +2,075	+6%	+$247K	0.31%	75
2025 Q4	$4.26M	Sell	35,707 -753	-2%	-$90.1K	0.29%	76
2025 Q3	$4.36M	Buy	36,460 +795	+2%	+$94.6K	0.33%	66
2025 Q2	$4.25M	Buy	35,665 +455	+1%	+$53.7K	0.35%	60
2025 Q1	$4.16M	Buy	35,210 +2,415	+7%	+$281K	0.39%	61
2024 Q4	$3.79M	Buy	32,795 +1,139	+4%	+$133K	0.35%	63
2024 Q3	$3.79M	Buy	31,656 +1,102	+4%	+$130K	0.36%	62
2024 Q2	$3.53M	Buy	30,554 +2,085	+7%	+$239K	0.36%	64
2024 Q1	$3.3M	Sell	28,469 -795	-3%	-$92.3K	0.35%	66
2023 Q4	$3.43M	Sell	29,264 -3,528	-11%	-$403K	0.4%	61
2023 Q3	$3.71M	Sell	32,792 -5,486	-14%	-$627K	0.48%	54
2023 Q2	$4.41M	Buy	38,278 +7,953	+26%	+$931K	0.55%	45
2023 Q1	$3.57M	Sell	30,325 -738	-2%	-$85.8K	0.48%	56
2022 Q4	$3.57M	Sell	31,063 -346	-1%	-$39.7K	0.54%	51
2022 Q3	$3.59M	Buy	31,409 +503	+2%	+$59.5K	0.6%	44
2022 Q2	$3.69M	Sell	30,906 -1,838	-6%	-$220K	0.59%	49
2022 Q1	$4M	Buy	32,744 +1,921	+6%	+$241K	0.58%	48
2021 Q4	$3.97M	Sell	30,823 -637	-2%	-$82.2K	0.65%	42
2021 Q3	$4.09M	Buy	31,460 +2,954	+10%	+$387K	0.96%	26
2021 Q2	$3.72M	Buy	28,506 +710	+3%	+$92.7K	0.87%	28
2021 Q1	$3.61M	Buy	27,796 +1,298	+5%	+$171K	1.01%	27
2020 Q4	$3.52M	Sell	26,498 -467	-2%	-$62.1K	1.07%	23
2020 Q3	$3.6M	Buy	26,965 +932	+4%	+$125K	1.25%	20
2020 Q2	$3.48M	Buy	26,033 +1,129	+5%	+$150K	1.29%	20
2020 Q1	$3.32M	Sell	24,904 -2,422	-9%	-$312K	1.61%	18
2019 Q4	$3.44M	Buy	27,326 +960	+4%	+$121K	1.28%	21
2019 Q3	$3.34M	Buy	26,366 +2,470	+10%	+$312K	1.4%	18
2019 Q2	$3M	Buy	23,896 +2,965	+14%	+$367K	1.28%	19
2019 Q1	$2.58M	Buy	20,931 +6,078	+41%	+$740K	1.16%	21
2018 Q4	$1.8M	Buy	14,853 +9,020	+155%	+$1.08M	0.98%	25
2018 Q3	$695K	Buy	5,833 +1,868	+47%	+$223K	0.34%	79
2018 Q2	$476K	Buy	+3,965	New	+$474K	0.26%	94

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

Pinnacle Wealth Management Advisory Group's IEI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q2 2026, buying an estimated $102K and bringing the position to 38,652 shares worth $4.54M. The position accounts for 0.27% of the portfolio, ranked #81.

Pinnacle Wealth Management Advisory Group first reported a position in IEI in Q2 2018 and has held it in 33 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 38,652 shares of iShares 3-7 Year Treasury Bond ETF worth $4.54M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 870 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
iShares 3-7 Year Treasury Bond ETF made up 0.27% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #81 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 33 quarters since.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.