Unique Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Unique Wealth’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 Q3	$4.91M	Buy	43,275 +3,629	+9%	+$421K	0.56%	44
2026 Q2	$4.66M	Buy	39,646 +5,681	+17%	+$669K	0.54%	44
2026 Q1	$4.03M	Sell	33,965 -2,449	-7%	-$292K	0.56%	44
2025 Q4	$4.35M	Sell	36,414 -9,406	-21%	-$1.13M	0.61%	40
2025 Q3	$5.48M	Buy	45,820 +7,140	+18%	+$849K	0.8%	36
2025 Q2	$4.61M	Buy	38,680 +23,583	+156%	+$2.78M	0.74%	34
2025 Q1	$1.78M	Buy	+15,097	New	+$1.76M	0.34%	63

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Unique Wealth's IEI Position: Q3 2026 in Review

Unique Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.2% in Q3 2026, buying an estimated $421K and bringing the position to 43,275 shares worth $4.91M. The position accounts for 0.56% of the portfolio, ranked #44.

Unique Wealth first reported a position in IEI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.48M in Q3 2025. 331 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Unique Wealth held 43,275 shares of iShares 3-7 Year Treasury Bond ETF worth $4.91M as of Q3 2026.
Unique Wealth bought 3,629 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $421K.
iShares 3-7 Year Treasury Bond ETF made up 0.56% of Unique Wealth's portfolio in Q3 2026, its #44 holding.
Unique Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Unique Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $5.48M in Q3 2025.
331 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.