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TS Financial Group (TSFG)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TS Financial Group (TSFG)’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 		$323K Buy
2,754
+24
+0.9% +$2.83K 0.04% 151
2026
Q1 		$324K Buy
2,730
+11
+0.4% +$1.31K 0.05% 142
2025
Q4 		$324K Sell
2,719
-433
-14% -$51.8K 0.05% 143
2025
Q3 		$377K Sell
3,152
-151
-5% -$18K 0.06% 128
2025
Q2 		$393K Sell
3,303
-450
-12% -$53.1K 0.07% 123
2025
Q1 		$443K Sell
3,753
-102
-3% -$11.9K 0.09% 105
2024
Q4 		$445K Sell
3,855
-166
-4% -$19.4K 0.09% 103
2024
Q3 		$481K Buy
4,021
+640
+19% +$75.6K 0.11% 101
2024
Q2 		$390K Buy
3,381
+1,832
+118% +$210K 0.09% 109
2024
Q1 		$179K Buy
1,549
+985
+175% +$114K 0.05% 152
2023
Q4 		$66K Buy
564
+451
+399% +$51.5K 0.02% 253
2023
Q3 		$13K Hold
113
– – ﹤0.01% 485
2023
Q2 		$13K Hold
113
– – ﹤0.01% 488
2023
Q1 		$13K Hold
113
– – ﹤0.01% 481
2022
Q4 		$13K Hold
113
– – 0.01% 483
2022
Q3 		$13K Buy
+113
New +$13.4K 0.01% 469
2021
Q1 		– Sell
-774
Closed -$103K – 830
2020
Q4 		$103K Hold
774
– – 0.06% 156
2020
Q3 		$103K Buy
774
+34
+5% +$4.54K 0.06% 137
2020
Q2 		$99K Sell
740
-1,085
-59% -$145K 0.07% 139
2020
Q1 		$243K Buy
1,825
+1,421
+352% +$183K 0.22% 66
2019
Q4 		$51K Sell
404
-990
-71% -$125K 0.04% 227
2019
Q3 		$177K Sell
1,394
-77
-5% -$9.73K 0.14% 93
2019
Q2 		$185K Buy
+1,471
New +$182K 0.15% 88

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 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

TS Financial Group (TSFG)'s IEI Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.88% in Q2 2026, buying an estimated $2.83K and bringing the position to 2,754 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #151.

TS Financial Group (TSFG) first reported a position in IEI in Q2 2019 and has held it in 23 quarters since. The position peaked at $481K in Q3 2024. 323 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • TS Financial Group (TSFG) held 2,754 shares of iShares 3-7 Year Treasury Bond ETF worth $323K as of Q2 2026.
  • TS Financial Group (TSFG) bought 24 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.83K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #151 holding.
  • TS Financial Group (TSFG) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and has held it in 23 quarters since.
  • TS Financial Group (TSFG)'s iShares 3-7 Year Treasury Bond ETF position peaked at $481K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.