Summit Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Summit Wealth Partners’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	$845K	Sell	7,196 -1,060	-13%	-$125K	0.12%	123
2026 Q1	$979K	Sell	8,256 -15	-0.2%	-$1.79K	0.16%	102
2025 Q4	$987K	Sell	8,271 -447	-5%	-$53.5K	0.18%	80
2025 Q3	$1.04M	Buy	8,718 +1,236	+17%	+$147K	0.19%	83
2025 Q2	$891K	Sell	7,482 -170	-2%	-$20.1K	0.17%	86
2025 Q1	$904K	Sell	7,652 -92	-1%	-$10.7K	0.18%	85
2024 Q4	$895K	Buy	7,744 +2,093	+37%	+$244K	0.18%	87
2024 Q3	$676K	Sell	5,651 -380	-6%	-$44.9K	0.13%	116
2024 Q2	$696K	Buy	6,031 +83	+1%	+$9.51K	0.14%	104
2024 Q1	$689K	Sell	5,948 -643	-10%	-$74.6K	0.15%	103
2023 Q4	$772K	Sell	6,591 -282	-4%	-$32.2K	0.18%	87
2023 Q3	$778K	Sell	6,873 -172	-2%	-$19.7K	0.2%	79
2023 Q2	$812K	Sell	7,045 -157	-2%	-$18.4K	0.2%	80
2023 Q1	$847K	Sell	7,202 -232	-3%	-$27K	0.22%	75
2022 Q4	$854K	Buy	7,434 +3,758	+102%	+$431K	0.23%	68
2022 Q3	$420K	Buy	3,676 +1,619	+79%	+$192K	0.12%	101
2022 Q2	$246K	Sell	2,057 -141	-6%	-$16.9K	0.07%	141
2022 Q1	$268K	Sell	2,198 -557	-20%	-$69.9K	0.06%	139
2021 Q4	$354K	Sell	2,755 -609	-18%	-$78.6K	0.08%	115
2021 Q3	$438K	Sell	3,364 -204	-6%	-$26.8K	0.1%	94
2021 Q2	$466K	Sell	3,568 -511	-13%	-$66.7K	0.11%	96
2021 Q1	$530K	Sell	4,079 -1,239	-23%	-$163K	0.14%	88
2020 Q4	$707K	Sell	5,318 -12,435	-70%	-$1.65M	0.19%	72
2020 Q3	$2.37M	Buy	17,753 +1,117	+7%	+$149K	0.71%	31
2020 Q2	$2.22M	Buy	+16,636	New	+$2.22M	0.72%	34

Other funds holding IEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Summit Wealth Partners's IEI Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q2 2026, selling an estimated $125K and leaving 7,196 shares worth $845K. The position accounts for 0.12% of the portfolio, ranked #123.

Summit Wealth Partners first reported a position in IEI in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.37M in Q3 2020. 443 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Summit Wealth Partners held 7,196 shares of iShares 3-7 Year Treasury Bond ETF worth $845K as of Q2 2026.
Summit Wealth Partners sold 1,060 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $125K.
iShares 3-7 Year Treasury Bond ETF made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #123 holding.
Summit Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
Summit Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $2.37M in Q3 2020.
443 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.