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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's IEI Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.42% in Q1 2026, buying an estimated $4.53K and bringing the position to 8,998 shares worth $1.07M. The position accounts for 0.94% of the portfolio, ranked #26.

Stonehaven Wealth & Tax Solutions first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 8,998 shares of iShares 3-7 Year Treasury Bond ETF worth $1.07M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 38 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.53K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.94% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 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 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $1.07M in Q4 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.