Tru Independence Asset Management 2’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tru Independence Asset Management 2’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 Q1	$5.48M	Sell	46,197 -64	-0.1%	-$7.63K	3.37%	10
2025 Q4	$5.52M	Sell	46,261 -1,683	-4%	-$201K	3.46%	9
2025 Q3	$5.73M	Sell	47,944 -392	-0.8%	-$46.6K	3.77%	5
2025 Q2	$5.76M	Buy	48,336 +2,298	+5%	+$271K	3.94%	3
2025 Q1	$5.44M	Buy	46,038 +25,764	+127%	+$3M	4.07%	5
2024 Q4	$2.34M	Buy	20,274 +349	+2%	+$40.7K	1.95%	16
2024 Q3	$2.38M	Buy	+19,925	New	+$2.35M	2.01%	15

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tru Independence Asset Management 2's IEI Position: Q1 2026 in Review

Tru Independence Asset Management 2 reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.14% in Q1 2026, selling an estimated $7.63K and leaving 46,197 shares worth $5.48M. The position accounts for 3.37% of the portfolio, ranked #10.

Tru Independence Asset Management 2 first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.76M in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Tru Independence Asset Management 2 held 46,197 shares of iShares 3-7 Year Treasury Bond ETF worth $5.48M as of Q1 2026.
Tru Independence Asset Management 2 sold 64 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.63K.
iShares 3-7 Year Treasury Bond ETF made up 3.37% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #10 holding.
Tru Independence Asset Management 2 first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Tru Independence Asset Management 2's iShares 3-7 Year Treasury Bond ETF position peaked at $5.76M in Q2 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.