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Stableford Capital II’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stableford Capital II’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
-1,761
Closed -$209K – 154
2026
Q1 		$209K Buy
1,761
+39
+2% +$4.65K 0.08% 143
2025
Q4 		$206K Sell
1,722
-1,381
-45% -$165K 0.07% 143
2025
Q3 		$371K Buy
+3,103
New +$369K 0.13% 127
2024
Q4 		– Sell
-49,342
Closed -$5.81M – 130
2024
Q3 		$5.81M Buy
+49,342
New +$5.83M 2.32% 9
2022
Q3 		– Sell
-75,581
Closed -$9.04M – 120
2022
Q2 		$9.04M Buy
75,581
+778
+1% +$93K 4.18% 2
2022
Q1 		$9.03M Buy
74,803
+293
+0.4% +$36.8K 3.82% 4
2021
Q4 		$9.48M Buy
74,510
+11,632
+18% +$1.5M 3.99% 3
2021
Q3 		$8.16M Sell
62,878
-1,078
-2% -$141K 4.14% 4
2021
Q2 		$8.35M Buy
63,956
+299
+0.5% +$39K 3.99% 3
2021
Q1 		$8.27M Buy
63,657
+665
+1% +$87.5K 4.18% 3
2020
Q4 		$8.38M Sell
62,992
-299
-0.5% -$39.8K 4.93% 2
2020
Q3 		$8.46M Buy
63,291
+1,122
+2% +$150K 5.76% 4
2020
Q2 		$8.31M Buy
+62,169
New +$8.29M 6.22% 2
2017
Q4 		– Sell
-1,696
Closed -$209K – 106
2017
Q3 		$209K Sell
1,696
-475
-22% -$58.9K 0.15% 101
2017
Q2 		$268K Buy
+2,171
New +$269K 0.21% 94

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

Stableford Capital II's IEI Position: Q2 2026 in Review

Stableford Capital II sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 1,761 shares — an estimated $209K sold.

Stableford Capital II first reported a position in IEI in Q2 2017 and held it in 15 quarters. The position peaked at $9.48M in Q4 2021. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Stableford Capital II reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stableford Capital II sold 1,761 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $209K.
  • Stableford Capital II first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 15 quarters.
  • Stableford Capital II's iShares 3-7 Year Treasury Bond ETF position peaked at $9.48M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.