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Shelton Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Shelton Wealth 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 		$4.2M Buy
35,730
+832
+2% +$98K 1.65% 13
2026
Q1 		$4.14M Sell
34,898
-604
-2% -$72K 1.81% 11
2025
Q4 		$4.24M Sell
35,502
-224
-0.6% -$26.8K 1.82% 12
2025
Q3 		$4.27M Buy
35,726
+929
+3% +$111K 1.93% 12
2025
Q2 		$4.14M Buy
34,797
+17,358
+100% +$2.05M 2% 12
2025
Q1 		$2.06M Sell
17,439
-18,306
-51% -$2.13M 1.12% 19
2024
Q4 		$4.13M Buy
35,745
+30,526
+585% +$3.56M 2.14% 12
2024
Q3 		$624K Sell
5,219
-585
-10% -$69.1K 0.34% 93
2024
Q2 		$670K Sell
5,804
-1,763
-23% -$202K 0.38% 83
2024
Q1 		$876K Sell
7,567
-31,806
-81% -$3.69M 0.55% 40
2023
Q4 		$4.61M Buy
+39,373
New +$4.49M 3.27% 9

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
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Shelton Wealth Management's IEI Position: Q2 2026 in Review

Shelton Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.4% in Q2 2026, buying an estimated $98K and bringing the position to 35,730 shares worth $4.2M. The position accounts for 1.65% of the portfolio, ranked #13.

Shelton Wealth Management first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.61M in Q4 2023. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Shelton Wealth Management held 35,730 shares of iShares 3-7 Year Treasury Bond ETF worth $4.2M as of Q2 2026.
  • Shelton Wealth Management bought 832 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $98K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.65% of Shelton Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Shelton Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Shelton Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.61M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.