Sunrise Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sunrise Financial Services’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	$6.7K	Buy	+57	New	+$6.71K	﹤0.01%	262

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

Sunrise Financial Services's IEI Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 57 shares worth $6.7K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sunrise Financial Services held 57 shares of iShares 3-7 Year Treasury Bond ETF worth $6.7K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Sunrise Financial Services position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #262 holding.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.