Roehl & Yi Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Roehl & Yi Investment Advisors’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	$944K	Buy	+943,948	New	+$111M	0.31%	71

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

Roehl & Yi Investment Advisors's IEI Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 943,948 shares worth $944K. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Roehl & Yi Investment Advisors held 943,948 shares of iShares 3-7 Year Treasury Bond ETF worth $944K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.31% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #71 holding.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.