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Retirement Planning Group (Kansas)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Retirement Planning Group (Kansas)’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 		$203K Buy
+1,727
New +$203K 0.01% 528
2025
Q1 		– Sell
-1,887
Closed -$218K – 305
2024
Q4 		$218K Buy
+1,887
New +$220K 0.01% 262

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 Planning Group (Kansas)'s IEI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,727 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in IEI as recently as Q4 2024.

Retirement Planning Group (Kansas) first reported a position in IEI in Q4 2024 and has held it in 2 quarters since. The position peaked at $218K in Q4 2024. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,727 shares of iShares 3-7 Year Treasury Bond ETF worth $203K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Retirement Planning Group (Kansas) position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #528 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Retirement Planning Group (Kansas)'s iShares 3-7 Year Treasury Bond ETF position peaked at $218K in Q4 2024.
  • 821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.