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Strategic Point Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strategic Point Investment Advisors’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 		$78.4M Buy
667,170
+27,780
+4% +$3.27M 10.21% 3
2026
Q1 		$75.8M Buy
639,390
+24,547
+4% +$2.93M 11.02% 2
2025
Q4 		$73.4M Buy
614,843
+20,002
+3% +$2.39M 10.15% 2
2025
Q3 		$71.1M Buy
594,841
+10,210
+2% +$1.21M 10.21% 2
2025
Q2 		$69.6M Buy
584,631
+3,656
+0.6% +$431K 10.74% 2
2025
Q1 		$68.6M Sell
580,975
-3,470
-0.6% -$404K 11.43% 2
2024
Q4 		$67.5M Buy
584,445
+187,607
+47% +$21.9M 11.01% 2
2024
Q3 		$47.5M Buy
396,838
+13,590
+4% +$1.61M 7.83% 3
2024
Q2 		$44.3M Sell
383,248
-1,376
-0.4% -$158K 7.93% 3
2024
Q1 		$44.5M Buy
384,624
+9,035
+2% +$1.05M 8.09% 3
2023
Q4 		$44M Buy
375,589
+143,690
+62% +$16.4M 8.5% 4
2023
Q3 		$26.2M Buy
231,899
+5,719
+3% +$654K 5.6% 5
2023
Q2 		$26.1M Buy
+226,180
New +$26.5M 5.35% 5

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Strategic Point Investment Advisors's IEI Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.3% in Q2 2026, buying an estimated $3.27M and bringing the position to 667,170 shares worth $78.4M. The position accounts for 10.21% of the portfolio, ranked #3.

Strategic Point Investment Advisors first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. 374 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Strategic Point Investment Advisors held 667,170 shares of iShares 3-7 Year Treasury Bond ETF worth $78.4M as of Q2 2026.
  • Strategic Point Investment Advisors bought 27,780 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.27M.
  • iShares 3-7 Year Treasury Bond ETF made up 10.21% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Strategic Point Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.