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Royal Fund Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Royal Fund Management’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 		$1.97M Buy
16,768
+1,199
+8% +$141K 0.16% 144
2026
Q1 		$1.85M Buy
15,569
+925
+6% +$110K 0.18% 145
2025
Q4 		$1.75M Buy
14,644
+8,724
+147% +$1.04M 0.16% 138
2025
Q3 		$708K Sell
5,920
-6,226
-51% -$741K 0.08% 174
2025
Q2 		$1.45M Buy
12,146
+1,838
+18% +$217K 0.14% 169
2025
Q1 		$1.22M Buy
10,308
+4,225
+69% +$492K 0.14% 178
2024
Q4 		$705K Sell
6,083
-8,956
-60% -$1.05M 0.07% 194
2024
Q3 		$1.8M Buy
15,039
+11,864
+374% +$1.4M 0.11% 171
2024
Q2 		$367K Buy
3,175
+816
+35% +$93.5K 0.03% 240
2024
Q1 		$273K Buy
+2,359
New +$274K 0.03% 269
2019
Q3 		– Sell
-4
Closed – – 619
2019
Q2 		$0 Buy
+4
New +$495 ﹤0.01% 595
2018
Q3 		– Sell
-116
Closed -$13K – 579
2018
Q2 		$13K Buy
116
+99
+582% +$11.8K ﹤0.01% 328
2018
Q1 		$2K Buy
+17
New +$2.05K ﹤0.01% 453
2017
Q4 		– Sell
-161
Closed -$19K – 662
2017
Q3 		$19K Buy
+161
New +$20K 0.01% 250
2017
Q2 		– Sell
-10
Closed -$1K – 473
2017
Q1 		$1K Buy
+10
New +$1.23K ﹤0.01% 391

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Royal Fund Management's IEI Position: Q2 2026 in Review

Royal Fund Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.7% in Q2 2026, buying an estimated $141K and bringing the position to 16,768 shares worth $1.97M. The position accounts for 0.16% of the portfolio, ranked #144.

Royal Fund Management first reported a position in IEI in Q1 2017 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Royal Fund Management held 16,768 shares of iShares 3-7 Year Treasury Bond ETF worth $1.97M as of Q2 2026.
  • Royal Fund Management bought 1,199 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $141K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #144 holding.
  • Royal Fund Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and has held it in 15 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.