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Rinkey Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Rinkey Investments’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 		$7.03M Sell
59,819
-42,147
-41% -$4.96M 1.65% 15
2026
Q1 		$12.1M Buy
101,966
+253
+0.2% +$30.2K 3.09% 10
2025
Q4 		$12.1M Buy
101,713
+2,823
+3% +$338K 3.08% 8
2025
Q3 		$11.8M Buy
98,890
+2,714
+3% +$323K 3.14% 10
2025
Q2 		$11.5M Buy
96,176
+1,028
+1% +$121K 3.44% 10
2025
Q1 		$11.2M Buy
95,148
+42
+0% +$4.89K 3.56% 9
2024
Q4 		$11M Buy
95,106
+1,513
+2% +$177K 3.52% 8
2024
Q3 		$11.2M Buy
93,593
+7,739
+9% +$915K 3.62% 8
2024
Q2 		$9.91M Buy
85,854
+8,729
+11% +$1M 3.56% 7
2024
Q1 		$8.93M Buy
77,125
+8,681
+13% +$1.01M 3.26% 8
2023
Q4 		$8.02M Buy
68,444
+1,345
+2% +$153K 3.16% 9
2023
Q3 		$7.59M Buy
67,099
+5,508
+9% +$630K 3.48% 10
2023
Q2 		$7.1M Buy
61,591
+28,242
+85% +$3.31M 3.25% 9
2023
Q1 		$3.92M Buy
33,349
+21,817
+189% +$2.54M 2.06% 13
2022
Q4 		$1.32M Buy
11,532
+200
+2% +$22.9K 0.79% 20
2022
Q3 		$1.3M Buy
+11,332
New +$1.34M 0.98% 16

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

Rinkey Investments's IEI Position: Q2 2026 in Review

Rinkey Investments reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 41% in Q2 2026, selling an estimated $4.96M and leaving 59,819 shares worth $7.03M. The position accounts for 1.65% of the portfolio, ranked #15.

Rinkey Investments first reported a position in IEI in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.1M in Q4 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Rinkey Investments held 59,819 shares of iShares 3-7 Year Treasury Bond ETF worth $7.03M as of Q2 2026.
  • Rinkey Investments sold 42,147 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.96M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.65% of Rinkey Investments's portfolio in Q2 2026, its #15 holding.
  • Rinkey Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Rinkey Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $12.1M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.