Stonehaven Wealth & Tax Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.11M	Buy	9,440 +442	+5%	+$52K	0.89%	26
2026 Q1	$1.07M	Buy	8,998 +38	+0.4%	+$4.53K	0.94%	26
2025 Q4	$1.07M	Buy	8,960 +559	+7%	+$66.9K	0.96%	25
2025 Q3	$1M	Buy	8,401 +233	+3%	+$27.7K	0.93%	25
2025 Q2	$973K	Sell	8,168 -6	-0.1%	-$708	0.95%	24
2025 Q1	$966K	Buy	8,174 +3,165	+63%	+$369K	1.02%	25
2024 Q4	$579K	Buy	+5,009	New	+$585K	0.63%	41

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's IEI Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.9% in Q2 2026, buying an estimated $52K and bringing the position to 9,440 shares worth $1.11M. The position accounts for 0.89% of the portfolio, ranked #26.

Stonehaven Wealth & Tax Solutions first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 9,440 shares of iShares 3-7 Year Treasury Bond ETF worth $1.11M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 442 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $52K.
iShares 3-7 Year Treasury Bond ETF made up 0.89% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #26 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.