Retirement Capital Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Retirement Capital Strategies’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 Q1	–	Sell	-35,404	Closed	-$4.23M	–	65
2025 Q4	$4.23M	Buy	35,404 +11,687	+49%	+$1.4M	1.57%	18
2025 Q3	$2.83M	Sell	23,717 -251	-1%	-$29.9K	1.09%	24
2025 Q2	$2.85M	Buy	+23,968	New	+$2.83M	1.13%	24
2024 Q2	–	Sell	-3,321	Closed	-$385K	–	75
2024 Q1	$385K	Buy	+3,321	New	+$385K	0.16%	52
2023 Q3	–	Sell	-95,137	Closed	-$11M	–	64
2023 Q2	$11M	Buy	+95,137	New	+$11.1M	5.05%	6

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Capital Strategies's IEI Position: Q1 2026 in Review

Retirement Capital Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 35,404 shares — an estimated $4.23M sold.

Retirement Capital Strategies first reported a position in IEI in Q2 2023 and held it in 5 quarters. The position peaked at $11M in Q2 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Retirement Capital Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Retirement Capital Strategies sold 35,404 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.23M.
Retirement Capital Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
Retirement Capital Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $11M in Q2 2023.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.