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Semitam Bonam’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Semitam Bonam’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 		$5.5M Buy
46,825
+1,522
+3% +$179K 4.04% 7
2026
Q1 		$5.37M Buy
45,303
+3,829
+9% +$457K 4.39% 7
2025
Q4 		$4.95M Buy
41,474
+1,971
+5% +$236K 4.12% 7
2025
Q3 		$4.72M Buy
39,503
+1,039
+3% +$124K 4.22% 7
2025
Q2 		$4.58M Buy
+38,464
New +$4.54M 4.31% 7

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WA
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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

Semitam Bonam's IEI Position: Q2 2026 in Review

Semitam Bonam increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.4% in Q2 2026, buying an estimated $179K and bringing the position to 46,825 shares worth $5.5M. The position accounts for 4.04% of the portfolio, ranked #7.

Semitam Bonam first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Semitam Bonam held 46,825 shares of iShares 3-7 Year Treasury Bond ETF worth $5.5M as of Q2 2026.
  • Semitam Bonam bought 1,522 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $179K.
  • iShares 3-7 Year Treasury Bond ETF made up 4.04% of Semitam Bonam's portfolio in Q2 2026, its #7 holding.
  • Semitam Bonam first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Semitam Bonam's 13F filing for Q2 2026, filed 24 Jul 2026.