Planning Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Planning Strategies’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	$19.8K	Buy	+169	New	+$19.9K	0.01%	248

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Planning Strategies's IEI Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 169 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

786 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Planning Strategies held 169 shares of iShares 3-7 Year Treasury Bond ETF worth $19.8K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Planning Strategies position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #248 holding.
786 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.