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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's IEI Position: Q1 2026 in Review

SHP Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 72% in Q1 2026, buying an estimated $42.3K and bringing the position to 846 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #385.

SHP Wealth Management first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • SHP Wealth Management held 846 shares of iShares 3-7 Year Treasury Bond ETF worth $100K as of Q1 2026.
  • SHP Wealth Management bought 355 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $42.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #385 holding.
  • SHP Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.