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

Robinswood Financial’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	$488K	Sell	4,155 -235	-5%	-$27.7K	0.14%	52
2026 Q1	$521K	Sell	4,390 -105	-2%	-$12.5K	0.16%	47
2025 Q4	$536K	Buy	4,495 +1,000	+29%	+$120K	0.17%	46
2025 Q3	$418K	Buy	3,495 +182	+5%	+$21.6K	0.14%	50
2025 Q2	$395K	Hold	3,313	–	–	0.14%	49
2025 Q1	$391K	Buy	3,313 +328	+11%	+$38.2K	0.14%	44
2024 Q4	$345K	Hold	2,985	–	–	0.13%	45
2024 Q3	$357K	Sell	2,985 -20	-0.7%	-$2.36K	0.13%	46
2024 Q2	$347K	Sell	3,005 -5	-0.2%	-$573	0.14%	48
2024 Q1	$346K	Sell	3,010 -350	-10%	-$40.6K	0.15%	43
2023 Q4	$394K	Sell	3,360 -43	-1%	-$4.91K	0.17%	40
2023 Q3	$385K	Sell	3,403 -70	-2%	-$8.01K	0.18%	40
2023 Q2	$400K	Buy	+3,473	New	+$407K	0.19%	39

Other funds holding IEI

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return