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

Silvia McColl 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	$931K	Sell	7,928 -156	-2%	-$18.4K	0.56%	44
2026 Q1	$959K	Buy	8,084 +87	+1%	+$10.4K	0.63%	41
2025 Q4	$954K	Buy	7,997 +148	+2%	+$17.7K	0.63%	38
2025 Q3	$938K	Sell	7,849 -57	-0.7%	-$6.78K	0.64%	38
2025 Q2	$942K	Buy	7,906 +9	+0.1%	+$1.06K	0.68%	36
2025 Q1	$933K	Buy	7,897 +189	+2%	+$22K	0.71%	36
2024 Q4	$891K	Sell	7,708 -1,118	-13%	-$130K	0.67%	37
2024 Q3	$1.06M	Buy	+8,826	New	+$1.04M	0.79%	32

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

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

Silvia McColl Wealth Management's IEI Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, selling an estimated $18.4K and leaving 7,928 shares worth $931K. The position accounts for 0.56% of the portfolio, ranked #44.

Silvia McColl Wealth Management first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2024. 191 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Silvia McColl Wealth Management held 7,928 shares of iShares 3-7 Year Treasury Bond ETF worth $931K as of Q2 2026.
Silvia McColl Wealth Management sold 156 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.4K.
iShares 3-7 Year Treasury Bond ETF made up 0.56% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #44 holding.
Silvia McColl Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Silvia McColl Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.06M in Q3 2024.
191 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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