Surience Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Surience Private Wealth’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	$2.46M	Buy	20,911 +10,742	+106%	+$1.26M	2.16%	18
2026 Q1	$1.21M	Buy	+10,169	New	+$1.21M	1.29%	25
2025 Q2	–	Sell	-2,833	Closed	-$335K	–	37
2025 Q1	$335K	Sell	2,833 -22,442	-89%	-$2.61M	0.58%	25
2024 Q4	$2.92M	Sell	25,275 -2,609	-9%	-$305K	3.77%	14
2024 Q3	$3.34M	Buy	+27,884	New	+$3.3M	3.41%	12
2023 Q3	–	Sell	-3,002	Closed	-$346K	–	24
2023 Q2	$346K	Sell	3,002 -866	-22%	-$101K	0.5%	22
2023 Q1	$455K	Hold	3,868	–	–	0.67%	17
2022 Q4	$444K	Sell	3,868 -456	-11%	-$52.3K	0.59%	18
2022 Q3	$494K	Buy	4,324 +456	+12%	+$54K	1.27%	11
2022 Q2	$462K	Hold	3,868	–	–	0.7%	9
2022 Q1	$472K	Sell	3,868 -56,426	-94%	-$7.08M	0.41%	19
2021 Q4	$7.76M	Buy	+60,294	New	+$7.78M	6.32%	5

Other funds holding IEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Surience Private Wealth's IEI Position: Q2 2026 in Review

Surience Private Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 106% in Q2 2026, buying an estimated $1.26M and bringing the position to 20,911 shares worth $2.46M. The position accounts for 2.16% of the portfolio, ranked #18.

Surience Private Wealth first reported a position in IEI in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.76M in Q4 2021. 504 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Surience Private Wealth held 20,911 shares of iShares 3-7 Year Treasury Bond ETF worth $2.46M as of Q2 2026.
Surience Private Wealth bought 10,742 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.26M.
iShares 3-7 Year Treasury Bond ETF made up 2.16% of Surience Private Wealth's portfolio in Q2 2026, its #18 holding.
Surience Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
Surience Private Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $7.76M in Q4 2021.
504 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.