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

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 22.9% 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

Robinswood Financial's IEI Position: Q2 2026 in Review

Robinswood Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.4% in Q2 2026, selling an estimated $27.7K and leaving 4,155 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #52.

Robinswood Financial first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. The position peaked at $536K in Q4 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Robinswood Financial held 4,155 shares of iShares 3-7 Year Treasury Bond ETF worth $488K as of Q2 2026.
Robinswood Financial sold 235 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.14% of Robinswood Financial's portfolio in Q2 2026, its #52 holding.
Robinswood Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $536K in Q4 2025.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.