RMR Wealth Builders’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

RMR Wealth Builders’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	$529K	Hold	4,500	–	–	0.03%	190
2026 Q1	$534K	Hold	4,500	–	–	0.04%	170
2025 Q4	$537K	Hold	4,500	–	–	0.04%	161
2025 Q3	$538K	Hold	4,500	–	–	0.05%	160
2025 Q2	$536K	Hold	4,500	–	–	0.05%	155
2025 Q1	$532K	Hold	4,500	–	–	0.06%	150
2024 Q4	$520K	Hold	4,500	–	–	0.05%	153
2024 Q3	$538K	Hold	4,500	–	–	0.06%	148
2024 Q2	$520K	Hold	4,500	–	–	0.06%	149
2024 Q1	$521K	Hold	4,500	–	–	0.06%	149
2023 Q4	$527K	Hold	4,500	–	–	0.07%	141
2023 Q3	$509K	Hold	4,500	–	–	0.08%	133
2023 Q2	$519K	Hold	4,500	–	–	0.09%	110
2023 Q1	$529K	Hold	4,500	–	–	0.1%	104
2022 Q4	$517K	Hold	4,500	–	–	0.12%	94
2022 Q3	$514K	Sell	4,500 -2,000	-31%	-$237K	0.13%	90
2022 Q2	$776K	Sell	6,500 -8,500	-57%	-$1.02M	0.19%	76
2022 Q1	$1.83M	Buy	+15,000	New	+$1.88M	0.39%	41
2021 Q4	–	Sell	-15,000	Closed	-$1.95M	–	157
2021 Q3	$1.95M	Hold	15,000	–	–	0.57%	26
2021 Q2	$1.96M	Hold	15,000	–	–	0.64%	26
2021 Q1	$1.95M	Hold	15,000	–	–	0.51%	28
2020 Q4	$2M	Hold	15,000	–	–	0.98%	18
2020 Q3	$2M	Hold	15,000	–	–	0.52%	36
2020 Q2	$2M	Buy	+15,000	New	+$2M	1.79%	10

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

RMR Wealth Builders's IEI Position: Q2 2026 in Review

RMR Wealth Builders held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 4,500 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #190.

RMR Wealth Builders first reported a position in IEI in Q2 2020 and has held it in 24 quarters since. The position peaked at $2M in Q2 2020. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

RMR Wealth Builders held 4,500 shares of iShares 3-7 Year Treasury Bond ETF worth $529K as of Q2 2026.
RMR Wealth Builders left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #190 holding.
RMR Wealth Builders first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 24 quarters since.
RMR Wealth Builders's iShares 3-7 Year Treasury Bond ETF position peaked at $2M in Q2 2020.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.