Triumph Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Triumph Capital 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	$84.4K	Buy	719 +36	+5%	+$4.24K	0.02%	533
2026 Q1	$81K	Buy	683 +95	+16%	+$11.3K	0.02%	506
2025 Q4	$70.1K	Buy	+588	New	+$70.4K	0.02%	524
2023 Q4	–	Sell	-1,792	Closed	-$203K	–	236
2023 Q3	$203K	Sell	1,792 -91	-5%	-$10.4K	0.09%	205
2023 Q2	$217K	Sell	1,883 -21	-1%	-$2.46K	0.1%	196
2023 Q1	$224K	Buy	+1,904	New	+$221K	0.11%	167
2022 Q3	–	Sell	-2,496	Closed	-$298K	–	210
2022 Q2	$298K	Sell	2,496 -69	-3%	-$8.25K	0.16%	145
2022 Q1	$313K	Sell	2,565 -1,063	-29%	-$133K	0.14%	159
2021 Q4	$467K	Sell	3,628 -85	-2%	-$11K	0.2%	107
2021 Q3	$483K	Buy	+3,713	New	+$487K	0.23%	106

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Triumph Capital Management's IEI Position: Q2 2026 in Review

Triumph Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.3% in Q2 2026, buying an estimated $4.24K and bringing the position to 719 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #533.

Triumph Capital Management first reported a position in IEI in Q3 2021 and has held it in 10 quarters since. The position peaked at $483K in Q3 2021. 215 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Triumph Capital Management held 719 shares of iShares 3-7 Year Treasury Bond ETF worth $84.4K as of Q2 2026.
Triumph Capital Management bought 36 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.24K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #533 holding.
Triumph Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 10 quarters since.
Triumph Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $483K in Q3 2021.
215 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.