Upper Left Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Upper Left Wealth 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	$894K	Sell	7,612 -235	-3%	-$27.7K	0.5%	40
2026 Q1	$931K	Buy	7,847 +661	+9%	+$78.8K	0.55%	37
2025 Q4	$858K	Sell	7,186 -49	-0.7%	-$5.86K	0.52%	38
2025 Q3	$865K	Sell	7,235 -67	-0.9%	-$7.97K	0.54%	39
2025 Q2	$870K	Sell	7,302 -71	-1%	-$8.38K	0.58%	38
2025 Q1	$871K	Sell	7,373 -177	-2%	-$20.6K	0.62%	34
2024 Q4	$872K	Sell	7,550 -154	-2%	-$18K	0.75%	36
2024 Q3	$915K	Sell	7,704 -3,224	-30%	-$381K	0.8%	33
2024 Q2	$1.26M	Sell	10,928 -208	-2%	-$23.8K	1.14%	27
2024 Q1	$1.29M	Sell	11,136 -3,371	-23%	-$391K	1.2%	25
2023 Q4	$1.7M	Buy	+14,507	New	+$1.66M	1.67%	20

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Upper Left Wealth Management's IEI Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3% in Q2 2026, selling an estimated $27.7K and leaving 7,612 shares worth $894K. The position accounts for 0.5% of the portfolio, ranked #40.

Upper Left Wealth Management first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Upper Left Wealth Management held 7,612 shares of iShares 3-7 Year Treasury Bond ETF worth $894K as of Q2 2026.
Upper Left Wealth Management sold 235 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.5% of Upper Left Wealth Management's portfolio in Q2 2026, its #40 holding.
Upper Left Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Upper Left Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.7M in Q4 2023.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.