Tobias Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tobias Financial Advisors’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	$239K	Hold	2,037	–	–	0.03%	134
2026 Q1	$242K	Hold	2,037	–	–	0.03%	129
2025 Q4	$243K	Hold	2,037	–	–	0.03%	126
2025 Q3	$243K	Hold	2,037	–	–	0.04%	116
2025 Q2	$243K	Hold	2,037	–	–	0.04%	105
2025 Q1	$241K	Hold	2,037	–	–	0.05%	101
2024 Q4	$235K	Hold	2,037	–	–	0.05%	101
2024 Q3	$244K	Hold	2,037	–	–	0.05%	95
2024 Q2	$235K	Hold	2,037	–	–	0.05%	92
2024 Q1	$236K	Hold	2,037	–	–	0.05%	87
2023 Q4	$239K	Buy	+2,037	New	+$232K	0.06%	82

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

Tobias Financial Advisors's IEI Position: Q2 2026 in Review

Tobias Financial Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,037 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #134.

Tobias Financial Advisors first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $244K in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Tobias Financial Advisors held 2,037 shares of iShares 3-7 Year Treasury Bond ETF worth $239K as of Q2 2026.
Tobias Financial Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #134 holding.
Tobias Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Tobias Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $244K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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