Richardson Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Richardson Financial Services’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	$13.9K	Hold	118	–	–	0.01%	449
2026 Q1	$14K	Sell	118 -82	-41%	-$9.78K	0.01%	453
2025 Q4	$13.4K	Buy	200 +190	+1,900%	+$22.7K	﹤0.01%	451
2025 Q3	$1.2K	Sell	10 -219	-96%	-$26.1K	﹤0.01%	485
2025 Q2	$27.3K	Sell	229 -1	-0.4%	-$118	0.02%	314
2025 Q1	$27.2K	Hold	230	–	–	0.02%	299
2024 Q4	$26.6K	Sell	230 -73	-24%	-$8.52K	0.02%	310
2024 Q3	$36K	Buy	303 +252	+494%	+$29.8K	0.02%	287
2024 Q2	$5.89K	Sell	51 -99	-66%	-$11.3K	﹤0.01%	433
2024 Q1	$17.4K	Buy	+150	New	+$17.4K	0.01%	357

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richardson Financial Services's IEI Position: Q2 2026 in Review

Richardson Financial Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 118 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #449.

Richardson Financial Services first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $36K in Q3 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Richardson Financial Services held 118 shares of iShares 3-7 Year Treasury Bond ETF worth $13.9K as of Q2 2026.
Richardson Financial Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #449 holding.
Richardson Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $36K in Q3 2024.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.