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

Rede Wealth’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 		$491K Buy
4,180
+434
+12% +$51.1K 0.16% 64
2026
Q1 		$444K Sell
3,746
-1,567
-29% -$187K 0.16% 66
2025
Q4 		$634K Buy
+5,313
New +$636K 0.22% 50
2025
Q3 		– Sell
-4,937
Closed -$588K – 142
2025
Q2 		$588K Sell
4,937
-23
-0.5% -$2.71K 0.21% 53
2025
Q1 		$586K Sell
4,960
-698
-12% -$81.3K 0.21% 52
2024
Q4 		$654K Buy
5,658
+53
+0.9% +$6.19K 0.25% 46
2024
Q3 		$670K Buy
5,605
+3
+0.1% +$355 0.26% 42
2024
Q2 		$647K Sell
5,602
-59
-1% -$6.76K 0.6% 39
2024
Q1 		$656K Buy
5,661
+2,550
+82% +$296K 0.27% 42
2023
Q4 		$364K Sell
3,111
-41
-1% -$4.68K 0.17% 60
2023
Q3 		$357K Sell
3,152
-3,241
-51% -$371K 0.18% 51
2023
Q2 		$737K Sell
6,393
-19
-0.3% -$2.23K 0.35% 30
2023
Q1 		$754K Buy
6,412
+27
+0.4% +$3.14K 0.39% 29
2022
Q4 		$734K Sell
6,385
-1,005
-14% -$115K 0.39% 29
2022
Q3 		$845K Sell
7,390
-61
-0.8% -$7.22K 0.5% 24
2022
Q2 		$890K Sell
7,451
-743
-9% -$88.8K 0.52% 24
2022
Q1 		$1M Buy
8,194
+2,646
+48% +$332K 0.47% 27
2021
Q4 		$714K Sell
5,548
-20
-0.4% -$2.58K 0.36% 41
2021
Q3 		$725K Buy
5,568
+713
+15% +$93.5K 0.39% 42
2021
Q2 		$634K Buy
4,855
+763
+19% +$99.6K 0.34% 41
2021
Q1 		$531K Buy
+4,092
New +$538K 0.31% 47

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rede Wealth's IEI Position: Q2 2026 in Review

Rede Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, buying an estimated $51.1K and bringing the position to 4,180 shares worth $491K. The position accounts for 0.16% of the portfolio, ranked #64.

Rede Wealth first reported a position in IEI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1M in Q1 2022. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Rede Wealth held 4,180 shares of iShares 3-7 Year Treasury Bond ETF worth $491K as of Q2 2026.
  • Rede Wealth bought 434 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Rede Wealth's portfolio in Q2 2026, its #64 holding.
  • Rede Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Rede Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1M in Q1 2022.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.