SP
IEI icon

Successful Portfolios’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Successful Portfolios’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 		$200K Hold
1,716
– – 0.09% 188
2026
Q1 		$203K Hold
1,716
– – 0.11% 174
2025
Q4 		$205K Buy
+1,716
New +$205K 0.1% 177
2024
Q3 		– Sell
-2,266
Closed -$262K – 166
2024
Q2 		$262K Hold
2,266
– – 0.18% 115
2024
Q1 		$262K Sell
2,266
-70
-3% -$8.12K 0.18% 122
2023
Q4 		$274K Sell
2,336
-130
-5% -$14.8K 0.2% 120
2023
Q3 		$279K Hold
2,466
– – 0.25% 95
2023
Q2 		$284K Sell
2,466
-120
-5% -$14.1K 0.24% 94
2023
Q1 		$304K Buy
2,586
+100
+4% +$11.6K 0.19% 135
2022
Q4 		$286K Hold
2,486
– – 0.19% 142
2022
Q3 		$284K Hold
2,486
– – 0.21% 130
2022
Q2 		$297K Hold
2,486
– – 0.2% 130
2022
Q1 		$303K Hold
2,486
– – 0.17% 145
2021
Q4 		$320K Hold
2,486
– – 0.17% 135
2021
Q3 		$324K Sell
2,486
-7
-0.3% -$918 0.19% 130
2021
Q2 		$325K Hold
2,493
– – 0.2% 128
2021
Q1 		$324K Sell
2,493
-2
-0.1% -$263 0.21% 123
2020
Q4 		$332K Hold
2,495
– – 0.24% 110
2020
Q3 		$333K Hold
2,495
– – 0.27% 100
2020
Q2 		$334K Sell
2,495
-25
-1% -$3.33K 0.29% 94
2020
Q1 		$336K Hold
2,520
– – 0.34% 85
2019
Q4 		$317K Hold
2,520
– – 0.28% 99
2019
Q3 		$320K Hold
2,520
– – 0.3% 97
2019
Q2 		$317K Buy
2,520
+7
+0.3% +$866 0.34% 89
2019
Q1 		$310K Buy
2,513
+281
+13% +$34.2K 0.34% 91
2018
Q4 		$271K Sell
2,232
-205
-8% -$24.5K 0.35% 90
2018
Q3 		$290K Sell
2,437
-100
-4% -$12K 0.32% 101
2018
Q2 		$304K Sell
2,537
-100
-4% -$12K 0.36% 90
2018
Q1 		$318K Hold
2,637
– – 0.39% 83
2017
Q4 		$322K Buy
+2,637
New +$324K 0.4% 82

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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 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

Successful Portfolios's IEI Position: Q2 2026 in Review

Successful Portfolios held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 1,716 shares worth $200K. The position accounts for 0.09% of the portfolio, ranked #188.

Successful Portfolios first reported a position in IEI in Q4 2017 and has held it in 30 quarters since. The position peaked at $336K in Q1 2020. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Successful Portfolios held 1,716 shares of iShares 3-7 Year Treasury Bond ETF worth $200K as of Q2 2026.
  • Successful Portfolios left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Successful Portfolios's portfolio in Q2 2026, its #188 holding.
  • Successful Portfolios first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Successful Portfolios's iShares 3-7 Year Treasury Bond ETF position peaked at $336K in Q1 2020.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.