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

Valley Wealth Managers’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 		$304K Buy
2,561
+69
+3% +$8.23K 0.02% 171
2025
Q4 		$297K Sell
2,492
-26
-1% -$3.11K 0.02% 173
2025
Q3 		$301K Sell
2,518
-145
-5% -$17.2K 0.02% 166
2025
Q2 		$317K Sell
2,663
-48
-2% -$5.66K 0.02% 168
2025
Q1 		$320K Sell
2,711
-74
-3% -$8.62K 0.02% 168
2024
Q4 		$322K Sell
2,785
-619
-18% -$72.2K 0.02% 172
2024
Q3 		$407K Sell
3,404
-184
-5% -$21.7K 0.03% 168
2024
Q2 		$414K Sell
3,588
-81
-2% -$9.29K 0.03% 159
2024
Q1 		$425K Buy
3,669
+89
+2% +$10.3K 0.03% 152
2023
Q4 		$419K Sell
3,580
-156
-4% -$17.8K 0.03% 147
2023
Q3 		$423K Sell
3,736
-3,769
-50% -$431K 0.04% 148
2023
Q2 		$865K Buy
7,505
+922
+14% +$108K 0.08% 111
2023
Q1 		$774K Sell
6,583
-403
-6% -$46.8K 0.07% 113
2022
Q4 		$803K Sell
6,986
-81
-1% -$9.29K 0.07% 114
2022
Q3 		$807K Sell
7,067
-118
-2% -$14K 0.08% 113
2022
Q2 		$857K Buy
+7,185
New +$859K 0.08% 114

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley Wealth Managers's IEI Position: Q1 2026 in Review

Valley Wealth Managers increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.8% in Q1 2026, buying an estimated $8.23K and bringing the position to 2,561 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #171.

Valley Wealth Managers first reported a position in IEI in Q2 2022 and has held it in 16 quarters since. The position peaked at $865K in Q2 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Valley Wealth Managers held 2,561 shares of iShares 3-7 Year Treasury Bond ETF worth $304K as of Q1 2026.
  • Valley Wealth Managers bought 69 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.23K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Valley Wealth Managers's portfolio in Q1 2026, its #171 holding.
  • Valley Wealth Managers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Valley Wealth Managers's iShares 3-7 Year Treasury Bond ETF position peaked at $865K in Q2 2023.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.