Spurstone Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spurstone Advisory Services’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 Q3	$907	Hold	8	–	–	0.01%	67
2026 Q2	$936	Hold	8	–	–	0.01%	68
2026 Q1	$949	Hold	8	–	–	0.02%	50
2025 Q4	$955	Hold	8	–	–	0.02%	68
2025 Q3	$956	Hold	8	–	–	0.01%	86
2025 Q2	$952	Hold	8	–	–	0.01%	109
2025 Q1	$945	Buy	+8	New	+$932	0.02%	75

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Spurstone Advisory Services's IEI Position: Q3 2026 in Review

Spurstone Advisory Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 8 shares worth $907. The position accounts for 0.01% of the portfolio, ranked #67.

Spurstone Advisory Services first reported a position in IEI in Q1 2025 and has held it in 7 quarters since. The position peaked at $956 in Q3 2025. 402 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Spurstone Advisory Services held 8 shares of iShares 3-7 Year Treasury Bond ETF worth $907 as of Q3 2026.
Spurstone Advisory Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #67 holding.
Spurstone Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $956 in Q3 2025.
402 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.