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Team Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Team Financial Group’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 		– Sell
-127
Closed -$15K – 146
2026
Q1 		$15K Hold
127
– – 0.01% 180
2025
Q4 		$15.1K Hold
127
– – 0.01% 168
2025
Q3 		$15.1K Hold
127
– – 0.01% 160
2025
Q2 		$15.1K Buy
+127
New +$15K 0.01% 149
2024
Q1 		– Sell
-124
Closed -$14.5K – 109
2023
Q4 		$14.5K Buy
124
+1
+0.8% +$114 0.01% 101
2023
Q3 		$13.9K Buy
+123
New +$14.1K 0.01% 102

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Team Financial Group's IEI Position: Q2 2026 in Review

Team Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 127 shares — an estimated $15K sold.

Team Financial Group first reported a position in IEI in Q3 2023 and held it in 6 quarters. The position peaked at $15.1K in Q3 2025. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Team Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 127 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15K.
  • Team Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $15.1K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.