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Retirement Income Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Retirement Income Solutions’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 		$601K Hold
5,071
– – 0.1% 80
2026
Q1 		$601K Sell
5,071
-349
-6% -$41.6K 0.1% 80
2025
Q4 		$647K Sell
5,420
-776
-13% -$92.9K 0.11% 75
2025
Q3 		$740K Hold
6,196
– – 0.13% 63
2025
Q2 		$738K Sell
6,196
-416
-6% -$49.1K 0.14% 61
2025
Q1 		$781K Sell
6,612
-1,767
-21% -$206K 0.16% 53
2024
Q4 		$968K Sell
8,379
-18,242
-69% -$2.13M 0.2% 45
2024
Q3 		$3.18M Sell
26,621
-1,785
-6% -$211K 0.73% 21
2024
Q2 		$3.28M Sell
28,406
-18,300
-39% -$2.1M 0.79% 20
2024
Q1 		$5.41M Sell
46,706
-10,393
-18% -$1.21M 1.23% 15
2023
Q4 		$6.69M Sell
57,099
-807
-1% -$92.1K 1.66% 10
2023
Q3 		$6.55M Buy
57,906
+9,954
+21% +$1.14M 1.83% 10
2023
Q2 		$5.53M Buy
47,952
+5
+0% +$586 1.48% 11
2023
Q1 		$5.64M Buy
47,947
+11,652
+32% +$1.35M 1.64% 11
2022
Q4 		$4.17M Buy
36,295
+33,381
+1,146% +$3.83M 1.32% 15
2022
Q3 		$334K Buy
+2,914
New +$345K 0.12% 80

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

Retirement Income Solutions's IEI Position: Q2 2026 in Review

Retirement Income Solutions held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 5,071 shares worth $601K. The position accounts for 0.1% of the portfolio, ranked #80.

Retirement Income Solutions first reported a position in IEI in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.69M in Q4 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Retirement Income Solutions held 5,071 shares of iShares 3-7 Year Treasury Bond ETF worth $601K as of Q2 2026.
  • Retirement Income Solutions 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 Retirement Income Solutions's portfolio in Q2 2026, its #80 holding.
  • Retirement Income Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Retirement Income Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $6.69M in Q4 2023.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.