Sequent Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sequent Planning’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	$2.74M	Buy	23,358 +1,362	+6%	+$160K	0.59%	42
2026 Q1	$2.61M	Buy	21,996 +802	+4%	+$95.7K	0.63%	37
2025 Q4	$2.53M	Buy	21,194 +1,547	+8%	+$185K	0.64%	37
2025 Q3	$2.35M	Sell	19,647 -19,634	-50%	-$2.34M	0.67%	38
2025 Q2	$4.68M	Buy	39,281 +2,541	+7%	+$300K	1.48%	16
2025 Q1	$4.34M	Buy	36,740 +4,698	+15%	+$547K	1.56%	16
2024 Q4	$3.7M	Sell	32,042 -3,369	-10%	-$393K	1.36%	19
2024 Q3	$4.24M	Sell	35,411 -4,442	-11%	-$525K	1.46%	19
2024 Q2	$4.57M	Buy	39,853 +1,274	+3%	+$146K	1.56%	16
2024 Q1	$4.47M	Buy	+38,579	New	+$4.48M	1.62%	12

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

Sequent Planning's IEI Position: Q2 2026 in Review

Sequent Planning increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.2% in Q2 2026, buying an estimated $160K and bringing the position to 23,358 shares worth $2.74M. The position accounts for 0.59% of the portfolio, ranked #42.

Sequent Planning first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.68M in Q2 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sequent Planning held 23,358 shares of iShares 3-7 Year Treasury Bond ETF worth $2.74M as of Q2 2026.
Sequent Planning bought 1,362 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $160K.
iShares 3-7 Year Treasury Bond ETF made up 0.59% of Sequent Planning's portfolio in Q2 2026, its #42 holding.
Sequent Planning first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's iShares 3-7 Year Treasury Bond ETF position peaked at $4.68M in Q2 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.