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Tanglewood Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tanglewood Wealth Management’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 		$170M Sell
1,445,259
-151,563
-9% -$17.8M 14.44% 3
2026
Q1 		$189M Buy
1,596,822
+116,456
+8% +$13.9M 15.69% 2
2025
Q4 		$177M Buy
1,480,366
+434,416
+42% +$52M 16.2% 3
2025
Q3 		$125M Sell
1,045,950
-9,571
-0.9% -$1.14M 11.62% 3
2025
Q2 		$126M Sell
1,055,521
-5,175
-0.5% -$610K 12.39% 3
2025
Q1 		$125M Sell
1,060,696
-393,682
-27% -$45.8M 14.1% 2
2024
Q4 		$168M Buy
1,454,378
+359,189
+33% +$41.9M 19.36% 2
2024
Q3 		$131M Sell
1,095,189
-193,281
-15% -$22.8M 15.09% 2
2024
Q2 		$149M Buy
1,288,470
+70,655
+6% +$8.1M 18.5% 2
2024
Q1 		$141M Buy
1,217,815
+14,604
+1% +$1.69M 17.43% 2
2023
Q4 		$141M Sell
1,203,211
-549,027
-31% -$62.7M 17.25% 2
2023
Q3 		$198M Buy
1,752,238
+342,392
+24% +$39.2M 33.63% 1
2023
Q2 		$162M Buy
1,409,846
+1,121
+0.1% +$131K 23.22% 1
2023
Q1 		$166M Buy
1,408,725
+7,589
+0.5% +$882K 24.07% 1
2022
Q4 		$161M Buy
1,401,136
+531,321
+61% +$60.9M 24.11% 1
2022
Q3 		$99.4M Buy
869,815
+30,917
+4% +$3.66M 15% 1
2022
Q2 		$100M Sell
838,898
-111,568
-12% -$13.3M 13.5% 1
2022
Q1 		$116M Buy
+950,466
New +$119M 17.42% 1
2020
Q2 		– Sell
-927,955
Closed -$124M – 19
2020
Q1 		$124M Buy
927,955
+104,333
+13% +$13.4M 24% 1
2019
Q4 		$104M Sell
823,622
-44,468
-5% -$5.62M 19.93% 2
2019
Q3 		$110M Buy
868,090
+294,701
+51% +$37.2M 24% 1
2019
Q2 		$72.1M Buy
573,389
+453,712
+379% +$56.1M 17.37% 2
2019
Q1 		$14.7M Buy
119,677
+25,868
+28% +$3.15M 3.24% 11
2018
Q4 		$11.4M Buy
93,809
+1,586
+2% +$189K 2.86% 11
2018
Q3 		$11M Sell
92,223
-15,035
-14% -$1.8M 3.1% 8
2018
Q2 		$12.9M Sell
107,258
-225,810
-68% -$27M 3.75% 8
2018
Q1 		$40.2M Buy
333,068
+22,530
+7% +$2.72M 12.4% 4
2017
Q4 		$37.9M Sell
310,538
-21,815
-7% -$2.68M 11.93% 4
2017
Q3 		$41M Sell
332,353
-2,056
-0.6% -$255K 13.03% 3
2017
Q2 		$41.3M Buy
334,409
+52,185
+18% +$6.46M 12.63% 4
2017
Q1 		$34.7M Sell
282,224
-5,192
-2% -$637K 11.23% 4
2016
Q4 		$35.2M Buy
287,416
+128,604
+81% +$15.9M 12.13% 3
2016
Q3 		$20.1M Sell
158,812
-145,144
-48% -$18.4M 7.23% 8
2016
Q2 		$38.7M Sell
303,956
-223
-0.1% -$28.1K 14.27% 2
2016
Q1 		$38.3M Buy
304,179
+5,701
+2% +$712K 13.19% 3
2015
Q4 		$36.6M Buy
298,478
+72,963
+32% +$9.01M 14.5% 3
2015
Q3 		$28.1M Buy
225,515
+10,453
+5% +$1.29M 11.75% 3
2015
Q2 		$26.4M Sell
215,062
-8,833
-4% -$1.09M 11.62% 3
2015
Q1 		$27.8M Buy
+223,895
New +$27.7M 13.44% 3
2014
Q2 		– Sell
-68,638
Closed -$8.29M – 6
2014
Q1 		$8.29M Buy
+68,638
New +$8.31M 8.78% 4

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Tanglewood Wealth Management's IEI Position: Q2 2026 in Review

Tanglewood Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.5% in Q2 2026, selling an estimated $17.8M and leaving 1,445,259 shares worth $170M. The position accounts for 14.44% of the portfolio, ranked #3.

Tanglewood Wealth Management first reported a position in IEI in Q1 2014 and has held it in 40 quarters since. The position peaked at $198M in Q3 2023. 320 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Tanglewood Wealth Management held 1,445,259 shares of iShares 3-7 Year Treasury Bond ETF worth $170M as of Q2 2026.
  • Tanglewood Wealth Management sold 151,563 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.8M.
  • iShares 3-7 Year Treasury Bond ETF made up 14.44% of Tanglewood Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Tanglewood Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and has held it in 40 quarters since.
  • Tanglewood Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $198M in Q3 2023.
  • 320 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.