Resonant Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Resonant Capital Advisors’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	$2.14M	Hold	18,225	–	–	0.1%	127
2026 Q1	$2.16M	Hold	18,225	–	–	0.11%	120
2025 Q4	$2.18M	Hold	18,225	–	–	0.12%	115
2025 Q3	$2.18M	Hold	18,225	–	–	0.13%	114
2025 Q2	$2.17M	Sell	18,225 -54	-0.3%	-$6.37K	0.14%	114
2025 Q1	$2.16M	Buy	18,279 +54	+0.3%	+$6.29K	0.15%	103
2024 Q4	$2.11M	Hold	18,225	–	–	0.15%	105
2024 Q3	$2.18M	Hold	18,225	–	–	0.16%	102
2024 Q2	$2.1M	Hold	18,225	–	–	0.17%	102
2024 Q1	$2.11M	Hold	18,225	–	–	0.18%	101
2023 Q4	$2.13M	Buy	+18,225	New	+$2.08M	0.21%	95
2023 Q1	–	Sell	-4,414	Closed	-$507K	–	256
2022 Q4	$507K	Buy	+4,414	New	+$506K	0.06%	163

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Resonant Capital Advisors's IEI Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 18,225 shares worth $2.14M. The position accounts for 0.1% of the portfolio, ranked #127.

Resonant Capital Advisors first reported a position in IEI in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2024. 425 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Resonant Capital Advisors held 18,225 shares of iShares 3-7 Year Treasury Bond ETF worth $2.14M as of Q2 2026.
Resonant Capital Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.1% of Resonant Capital Advisors's portfolio in Q2 2026, its #127 holding.
Resonant Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Resonant Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.18M in Q3 2024.
425 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.