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

SHP 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 		$57.7K Sell
491
-355
-42% -$41.8K ﹤0.01% 506
2026
Q1 		$100K Buy
846
+355
+72% +$42.3K 0.01% 385
2025
Q4 		$58.6K Buy
+491
New +$58.8K ﹤0.01% 445

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SHP Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 42% in Q2 2026, selling an estimated $41.8K and leaving 491 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

SHP Wealth Management first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $100K in Q1 2026. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • SHP Wealth Management held 491 shares of iShares 3-7 Year Treasury Bond ETF worth $57.7K as of Q2 2026.
  • SHP Wealth Management sold 355 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $41.8K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #506 holding.
  • SHP Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $100K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.