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Sound Income Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sound Income Strategies’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 		– Sell
-610
Closed -$72.1K – 1366
2026
Q1 		$72.1K Buy
610
+250
+69% +$29.8K ﹤0.01% 708
2025
Q4 		$42.9K Buy
360
+60
+20% +$7.18K ﹤0.01% 855
2025
Q3 		$35.8K Buy
+300
New +$35.7K ﹤0.01% 650
2025
Q1 		– Sell
-419
Closed -$48.4K – 1590
2024
Q4 		$48.4K Buy
419
+404
+2,693% +$47.2K ﹤0.01% 470
2024
Q3 		$1.79K Buy
15
+10
+200% +$1.18K ﹤0.01% 1149
2024
Q2 		$577 Sell
5
-110
-96% -$12.6K ﹤0.01% 1258
2024
Q1 		$13.3K Buy
115
+39
+51% +$4.53K ﹤0.01% 679
2023
Q4 		$8.9K Buy
+76
New +$8.67K ﹤0.01% 764
2023
Q2 		– Sell
-201
Closed -$23.6K – 1136
2023
Q1 		$23.6K Buy
+201
New +$23.4K ﹤0.01% 393
2022
Q4 		– Sell
-147
Closed -$17K – 997
2022
Q3 		$17K Buy
+147
New +$17.4K ﹤0.01% 380
2022
Q2 		– Sell
-54
Closed -$7K – 919
2022
Q1 		$7K Buy
+54
New +$6.78K ﹤0.01% 540
2020
Q2 		– Sell
-24
Closed -$3K – 817
2020
Q1 		$3K Hold
24
– – ﹤0.01% 527
2019
Q4 		$3K Hold
24
– – ﹤0.01% 531
2019
Q3 		$3K Hold
24
– – ﹤0.01% 498
2019
Q2 		$3K Hold
24
– – ﹤0.01% 506
2019
Q1 		$3K Hold
24
– – ﹤0.01% 505
2018
Q4 		$3K Sell
24
-77
-76% -$9.19K ﹤0.01% 496
2018
Q3 		$12K Hold
101
– – 0.01% 315
2018
Q2 		$12K Sell
101
-140
-58% -$16.7K 0.01% 278
2018
Q1 		$29K Buy
241
+217
+904% +$26.2K 0.02% 163
2017
Q4 		$3K Buy
+24
New +$2.95K ﹤0.01% 377

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Sound Income Strategies's IEI Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 610 shares — an estimated $72.1K sold.

Sound Income Strategies first reported a position in IEI in Q4 2017 and held it in 21 quarters. The position peaked at $72.1K in Q1 2026. 622 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 610 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $72.1K.
  • Sound Income Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 21 quarters.
  • Sound Income Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $72.1K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.