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

Simplicity Wealth’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	$954K	Sell	8,122 -1,510	-16%	-$178K	0.03%	430
2026 Q1	$1.14M	Buy	9,632 +568	+6%	+$67.7K	0.06%	271
2025 Q4	$1.08M	Buy	9,064 +1,151	+15%	+$138K	0.06%	263
2025 Q3	$946K	Sell	7,913 -3,157	-29%	-$376K	0.05%	304
2025 Q2	$1.32M	Buy	11,070 +3,967	+56%	+$468K	0.05%	279
2025 Q1	$839K	Buy	+7,103	New	+$827K	0.07%	276
2024 Q4	–	Sell	-7,906	Closed	-$946K	–	432
2024 Q3	$946K	Sell	7,906 -178	-2%	-$21K	0.09%	204
2024 Q2	$934K	Sell	8,084 -840	-9%	-$96.3K	0.02%	550
2024 Q1	$1.03M	Buy	8,924 +3,573	+67%	+$415K	0.02%	505
2023 Q4	$627K	Buy	+5,351	New	+$611K	0.24%	68

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

Simplicity Wealth's IEI Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, selling an estimated $178K and leaving 8,122 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #430.

Simplicity Wealth first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Simplicity Wealth held 8,122 shares of iShares 3-7 Year Treasury Bond ETF worth $954K as of Q2 2026.
Simplicity Wealth sold 1,510 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $178K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #430 holding.
Simplicity Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1.32M in Q2 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.