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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
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

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

Unique Wealth's IEI Position: Q2 2026 in Review

Unique Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 17% in Q2 2026, buying an estimated $669K and bringing the position to 39,646 shares worth $4.66M. The position accounts for 0.54% of the portfolio, ranked #44.

Unique Wealth first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.48M in Q3 2025. 348 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Unique Wealth held 39,646 shares of iShares 3-7 Year Treasury Bond ETF worth $4.66M as of Q2 2026.
  • Unique Wealth bought 5,681 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $669K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.54% of Unique Wealth's portfolio in Q2 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 6 quarters since.
  • Unique Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $5.48M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.