Pinnacle Wealth Planning Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pinnacle Wealth Planning Services’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	$96.3K	Hold	849	–	–	0.01%	875
2026 Q2	$100K	Hold	849	–	–	0.01%	870
2026 Q1	$101K	Hold	849	–	–	0.01%	795
2025 Q4	$101K	Buy	+849	New	+$102K	0.01%	782

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's IEI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 849 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #875.

Pinnacle Wealth Planning Services first reported a position in IEI in Q4 2025 and has held it in 4 quarters since. The position peaked at $101K in Q4 2025. 547 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Pinnacle Wealth Planning Services held 849 shares of iShares 3-7 Year Treasury Bond ETF worth $96.3K as of Q3 2026.
Pinnacle Wealth Planning Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #875 holding.
Pinnacle Wealth Planning Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's iShares 3-7 Year Treasury Bond ETF position peaked at $101K in Q4 2025.
547 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.