Rede Wealth
IEI icon

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
Q3 		$474K Sell
4,179
-1
-0% -$116 0.16% 65
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% -$2.22K 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% +$100K 0.34% 41
2021
Q1 		$531K Buy
+4,092
New +$538K 0.31% 47

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Rede Wealth's IEI Position: Q3 2026 in Review

Rede Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.02% in Q3 2026, selling an estimated $116 and leaving 4,179 shares worth $474K. The position accounts for 0.16% of the portfolio, ranked #65.

Rede Wealth first reported a position in IEI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1M in Q1 2022. 234 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Rede Wealth held 4,179 shares of iShares 3-7 Year Treasury Bond ETF worth $474K as of Q3 2026.
  • Rede Wealth sold 1 iShares 3-7 Year Treasury Bond ETF share in Q3 2026, an estimated $116.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Rede Wealth's portfolio in Q3 2026, its #65 holding.
  • Rede Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Rede Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1M in Q1 2022.
  • 234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.