Quest 10 Wealth Builders’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Quest 10 Wealth Builders’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	$2.94K	Sell	25 -4	-14%	-$471	﹤0.01%	592
2026 Q1	$3.44K	Hold	29	–	–	﹤0.01%	567
2025 Q4	$3.46K	Sell	29 -3	-9%	-$359	﹤0.01%	532
2025 Q3	$3.82K	Hold	32	–	–	﹤0.01%	528
2025 Q2	$3.81K	Hold	32	–	–	﹤0.01%	524
2025 Q1	$3.78K	Sell	32 -4	-11%	-$466	﹤0.01%	502
2024 Q4	$4.16K	Buy	+36	New	+$4.2K	﹤0.01%	521

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

Quest 10 Wealth Builders's IEI Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 14% in Q2 2026, selling an estimated $471 and leaving 25 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Quest 10 Wealth Builders first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.16K in Q4 2024. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Quest 10 Wealth Builders held 25 shares of iShares 3-7 Year Treasury Bond ETF worth $2.94K as of Q2 2026.
Quest 10 Wealth Builders sold 4 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $471.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #592 holding.
Quest 10 Wealth Builders first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares 3-7 Year Treasury Bond ETF position peaked at $4.16K in Q4 2024.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.