Strategic Blueprint’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strategic Blueprint’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	$5.73M	Sell	48,822 -897	-2%	-$106K	0.29%	91
2026 Q1	$5.9M	Sell	49,719 -200	-0.4%	-$23.9K	0.34%	75
2025 Q4	$5.96M	Buy	49,919 +162	+0.3%	+$19.4K	0.35%	74
2025 Q3	$5.95M	Sell	49,757 -963	-2%	-$115K	0.26%	94
2025 Q2	$6.04M	Sell	50,720 -558	-1%	-$65.8K	0.3%	88
2025 Q1	$6.06M	Buy	+51,278	New	+$5.97M	0.33%	77
2023 Q2	–	Sell	-2,226	Closed	-$262K	–	553
2023 Q1	$262K	Buy	+2,226	New	+$259K	0.03%	444
2021 Q3	–	Sell	-36	Closed	-$5K	–	828
2021 Q2	$5K	Buy	+36	New	+$4.7K	﹤0.01%	1076
2019 Q4	–	Sell	-166	Closed	-$21K	–	239
2019 Q3	$21K	Buy	+166	New	+$21K	0.02%	228

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

Strategic Blueprint's IEI Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.8% in Q2 2026, selling an estimated $106K and leaving 48,822 shares worth $5.73M. The position accounts for 0.29% of the portfolio, ranked #91.

Strategic Blueprint first reported a position in IEI in Q3 2019 and has held it in 9 quarters since. The position peaked at $6.06M in Q1 2025. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Strategic Blueprint held 48,822 shares of iShares 3-7 Year Treasury Bond ETF worth $5.73M as of Q2 2026.
Strategic Blueprint sold 897 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $106K.
iShares 3-7 Year Treasury Bond ETF made up 0.29% of Strategic Blueprint's portfolio in Q2 2026, its #91 holding.
Strategic Blueprint first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 9 quarters since.
Strategic Blueprint's iShares 3-7 Year Treasury Bond ETF position peaked at $6.06M in Q1 2025.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.