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

Spire 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 		$1.63M Sell
13,886
-1,279
-8% -$151K 0.05% 306
2026
Q1 		$1.8M Sell
15,165
-177
-1% -$21.1K 0.06% 275
2025
Q4 		$1.83M Buy
15,342
+1,654
+12% +$198K 0.06% 271
2025
Q3 		$1.64M Sell
13,688
-305
-2% -$36.3K 0.06% 282
2025
Q2 		$1.67M Sell
13,993
-2,345
-14% -$277K 0.06% 267
2025
Q1 		$1.93M Sell
16,338
-318
-2% -$37K 0.06% 273
2024
Q4 		$1.92M Sell
16,656
-883
-5% -$103K 0.06% 250
2024
Q3 		$2.1M Sell
17,539
-1,157
-6% -$137K 0.07% 224
2024
Q2 		$2.16M Buy
18,696
+4,318
+30% +$495K 0.08% 220
2024
Q1 		$1.67M Buy
14,378
+6,850
+91% +$795K 0.03% 280
2023
Q4 		$876K Buy
7,528
+1,739
+30% +$198K 0.03% 393
2023
Q3 		$655K Buy
5,789
+857
+17% +$98K 0.02% 423
2023
Q2 		$568K Sell
4,932
-150
-3% -$17.6K 0.02% 466
2023
Q1 		$598K Buy
5,082
+1,207
+31% +$140K 0.02% 450
2022
Q4 		$445K Sell
3,875
-13,332
-77% -$1.53M 0.03% 380
2022
Q3 		$1.97M Sell
17,207
-1,031
-6% -$122K 0.12% 137
2022
Q2 		$2.18M Buy
18,238
+20
+0.1% +$2.39K 0.09% 200
2022
Q1 		$2.22M Buy
18,218
+106
+0.6% +$13.3K 0.06% 250
2021
Q4 		$2.33M Sell
18,112
-399
-2% -$51.5K 0.05% 287
2021
Q3 		$2.4M Sell
18,511
-73
-0.4% -$9.57K 0.06% 254
2021
Q2 		$2.43M Sell
18,584
-972
-5% -$127K 0.07% 260
2021
Q1 		$2.25M Buy
+19,556
New +$2.57M 0.06% 257

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

Spire Wealth Management's IEI Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.4% in Q2 2026, selling an estimated $151K and leaving 13,886 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #306.

Spire Wealth Management first reported a position in IEI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.43M in Q2 2021. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Spire Wealth Management held 13,886 shares of iShares 3-7 Year Treasury Bond ETF worth $1.63M as of Q2 2026.
  • Spire Wealth Management sold 1,279 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $151K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Spire Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.43M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.