Valley Wealth Managers
IEI icon

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
Q3 		$233K Sell
2,055
-367
-15% -$42.5K 0.01% 173
2026
Q2 		$284K Sell
2,422
-139
-5% -$16.4K 0.02% 170
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% -$9.28K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Valley Wealth Managers's IEI Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15% in Q3 2026, selling an estimated $42.5K and leaving 2,055 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #173.

Valley Wealth Managers first reported a position in IEI in Q2 2022 and has held it in 18 quarters since. The position peaked at $865K in Q2 2023. 213 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Valley Wealth Managers held 2,055 shares of iShares 3-7 Year Treasury Bond ETF worth $233K as of Q3 2026.
  • Valley Wealth Managers sold 367 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $42.5K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #173 holding.
  • Valley Wealth Managers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's iShares 3-7 Year Treasury Bond ETF position peaked at $865K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.