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

Proathlete Wealth Management’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	$7.55M	Sell	64,292 -1,107	-2%	-$130K	1.87%	12
2026 Q1	$7.76M	Buy	65,399 +2,401	+4%	+$286K	2.15%	11
2025 Q4	$7.55M	Buy	62,998 +5,660	+10%	+$677K	2.06%	11
2025 Q3	$6.85M	Buy	57,338 +4,318	+8%	+$514K	1.97%	11
2025 Q2	$6.32M	Buy	53,020 +2,568	+5%	+$303K	2.01%	11
2025 Q1	$5.96M	Buy	50,452 +3,705	+8%	+$431K	2.17%	13
2024 Q4	$5.4M	Buy	46,747 +4,998	+12%	+$583K	2.03%	13
2024 Q3	$4.99M	Buy	41,749 +2,913	+8%	+$344K	2.06%	12
2024 Q2	$4.48M	Buy	38,836 +2,748	+8%	+$315K	2.12%	12
2024 Q1	$4.18M	Buy	36,088 +2,557	+8%	+$297K	2.22%	11
2023 Q4	$3.93M	Buy	+33,531	New	+$3.83M	2.32%	11

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

Proathlete Wealth Management's IEI Position: Q2 2026 in Review

Proathlete Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.7% in Q2 2026, selling an estimated $130K and leaving 64,292 shares worth $7.55M. The position accounts for 1.87% of the portfolio, ranked #12.

Proathlete Wealth Management first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.76M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Proathlete Wealth Management held 64,292 shares of iShares 3-7 Year Treasury Bond ETF worth $7.55M as of Q2 2026.
Proathlete Wealth Management sold 1,107 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $130K.
iShares 3-7 Year Treasury Bond ETF made up 1.87% of Proathlete Wealth Management's portfolio in Q2 2026, its #12 holding.
Proathlete Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Proathlete Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7.76M in Q1 2026.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.