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15 Wealth Advisors LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

15 Wealth Advisors LLC’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 		$235K Buy
+2,076
New +$241K 0.06% 101

Other funds holding IEI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

15 Wealth Advisors LLC's IEI Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 2,076 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings.

101 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • 15 Wealth Advisors LLC held 2,076 shares of iShares 3-7 Year Treasury Bond ETF worth $235K as of Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #101 holding.
  • 101 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.