Rothschild Investment LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Rothschild Investment LLC’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	$10.9K	Buy	92 +7	+8%	+$824	﹤0.01%	1839
2026 Q1	$10K	Buy	85 +1	+1%	+$119	﹤0.01%	1683
2025 Q4	$10K	Sell	84 -178	-68%	-$21.3K	﹤0.01%	1573
2025 Q3	$31.3K	Sell	262 -93	-26%	-$11.1K	﹤0.01%	1123
2025 Q2	$42.2K	Buy	355 +1	+0.3%	+$118	﹤0.01%	819
2025 Q1	$41.8K	Buy	354 +13	+4%	+$1.51K	﹤0.01%	815
2024 Q4	$39.4K	Buy	341 +11	+3%	+$1.28K	﹤0.01%	835
2024 Q3	$39.4K	Buy	330 +1	+0.3%	+$118	﹤0.01%	839
2024 Q2	$38K	Buy	329 +295	+868%	+$33.8K	﹤0.01%	817
2024 Q1	$3.94K	Buy	+34	New	+$3.95K	﹤0.01%	1164

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Rothschild Investment LLC's IEI Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.2% in Q2 2026, buying an estimated $824 and bringing the position to 92 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Rothschild Investment LLC first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.2K in Q2 2025. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Rothschild Investment LLC held 92 shares of iShares 3-7 Year Treasury Bond ETF worth $10.9K as of Q2 2026.
Rothschild Investment LLC bought 7 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $824.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1839 holding.
Rothschild Investment LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $42.2K in Q2 2025.
542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.