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

Smallwood Wealth Investment 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 		$36.1K Hold
307
– – 0.02% 215
2026
Q1 		$36.4K Hold
307
– – 0.02% 204
2025
Q4 		$36.6K Hold
307
– – 0.02% 206
2025
Q3 		$36.7K Sell
307
-59
-16% -$7.02K 0.02% 210
2025
Q2 		$43.6K Buy
366
+59
+19% +$6.96K 0.02% 181
2025
Q1 		$36.3K Buy
+307
New +$35.7K 0.02% 190

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Smallwood Wealth Investment Management's IEI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 307 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #215.

Smallwood Wealth Investment Management first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.6K in Q2 2025. 363 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Smallwood Wealth Investment Management held 307 shares of iShares 3-7 Year Treasury Bond ETF worth $36.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #215 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $43.6K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.