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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
Q1 		$101K Hold
849
– – 0.01% 795
2025
Q4 		$101K Buy
+849
New +$102K 0.01% 782

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's IEI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 849 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #795.

Pinnacle Wealth Planning Services first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $101K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 849 shares of iShares 3-7 Year Treasury Bond ETF worth $101K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #795 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 2 quarters since.
  • Pinnacle Wealth Planning Services's iShares 3-7 Year Treasury Bond ETF position peaked at $101K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.