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Spartan Planning & Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spartan Planning & 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 		$3.47M Sell
29,542
-45,364
-61% -$5.34M 2.31% 14
2026
Q1 		$8.88M Sell
74,906
-61,151
-45% -$7.29M 6.57% 3
2025
Q4 		$16.2M Buy
136,057
+89,526
+192% +$10.7M 11.98% 2
2025
Q3 		$5.56M Buy
46,531
+16,921
+57% +$2.01M 4.34% 7
2025
Q2 		$3.53M Buy
29,610
+2,574
+10% +$304K 3.02% 11
2025
Q1 		$3.19M Buy
+27,036
New +$3.15M 3.1% 12

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spartan Planning & Wealth Management's IEI Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 61% in Q2 2026, selling an estimated $5.34M and leaving 29,542 shares worth $3.47M. The position accounts for 2.31% of the portfolio, ranked #14.

Spartan Planning & Wealth Management first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2M in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Spartan Planning & Wealth Management held 29,542 shares of iShares 3-7 Year Treasury Bond ETF worth $3.47M as of Q2 2026.
  • Spartan Planning & Wealth Management sold 45,364 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.34M.
  • iShares 3-7 Year Treasury Bond ETF made up 2.31% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $16.2M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.