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

RCS Financial Planning’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 		$11M Buy
+97,347
New +$11.3M 5.98% 2

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
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

RCS Financial Planning's IEI Position: Q3 2026 in Review

RCS Financial Planning opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 97,347 shares worth $11M. The stake represents 5.98% of the portfolio and ranks #2 among its holdings.

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

  • RCS Financial Planning held 97,347 shares of iShares 3-7 Year Treasury Bond ETF worth $11M as of Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new RCS Financial Planning position in Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 5.98% of RCS Financial Planning's portfolio in Q3 2026, its #2 holding.
  • 110 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.