Valmark Advisers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $775K | Buy |
6,595
+27
| +0.4% | +$3.18K | 0.01% | 407 |
|
|
2026
Q1 | $779K | Buy |
6,568
+60
| +0.9% | +$7.16K | 0.01% | 393 |
|
|
2025
Q4 | $777K | Buy |
6,508
+285
| +5% | +$34.1K | 0.01% | 383 |
|
|
2025
Q3 | $744K | Buy |
6,223
+243
| +4% | +$28.9K | 0.01% | 376 |
|
|
2025
Q2 | $712K | Sell |
5,980
-57
| -0.9% | -$6.72K | 0.01% | 389 |
|
|
2025
Q1 | $713K | Buy |
6,037
+790
| +15% | +$92K | 0.01% | 371 |
|
|
2024
Q4 | $606K | Buy |
5,247
+1,714
| +49% | +$200K | 0.01% | 387 |
|
|
2024
Q3 | $423K | Sell |
3,533
-399
| -10% | -$47.2K | 0.01% | 444 |
|
|
2024
Q2 | $454K | Sell |
3,932
-347
| -8% | -$39.8K | 0.01% | 409 |
|
|
2024
Q1 | $496K | Buy |
4,279
+689
| +19% | +$80K | 0.01% | 382 |
|
|
2023
Q4 | $420K | Buy |
3,590
+89
| +3% | +$10.2K | 0.01% | 376 |
|
|
2023
Q3 | $396K | Hold |
3,501
| – | – | 0.01% | 360 |
|
|
2023
Q2 | $404K | Sell |
3,501
-1,370
| -28% | -$160K | 0.01% | 363 |
|
|
2023
Q1 | $573K | Sell |
4,871
-239
| -5% | -$27.8K | 0.01% | 301 |
|
|
2022
Q4 | $587K | Buy |
5,110
+925
| +22% | +$106K | 0.01% | 292 |
|
|
2022
Q3 | $478K | Sell |
4,185
-674
| -14% | -$79.8K | 0.01% | 287 |
|
|
2022
Q2 | $580K | Sell |
4,859
-279
| -5% | -$33.3K | 0.01% | 273 |
|
|
2022
Q1 | $627K | Sell |
5,138
-98
| -2% | -$12.3K | 0.01% | 275 |
|
|
2021
Q4 | $674K | Buy |
5,236
+847
| +19% | +$109K | 0.01% | 251 |
|
|
2021
Q3 | $571K | Sell |
4,389
-103
| -2% | -$13.5K | 0.01% | 259 |
|
|
2021
Q2 | $586K | Sell |
4,492
-669
| -13% | -$87.3K | 0.01% | 270 |
|
|
2021
Q1 | $670K | Buy |
5,161
+129
| +3% | +$17K | 0.01% | 230 |
|
|
2020
Q4 | $669K | Buy |
5,032
+157
| +3% | +$20.9K | 0.01% | 221 |
|
|
2020
Q3 | $651K | Sell |
4,875
-969
| -17% | -$129K | 0.01% | 166 |
|
|
2020
Q2 | $781K | Buy |
5,844
+425
| +8% | +$56.6K | 0.02% | 136 |
|
|
2020
Q1 | $723K | Buy |
5,419
+270
| +5% | +$34.8K | 0.02% | 119 |
|
|
2019
Q4 | $647K | Sell |
5,149
-596
| -10% | -$75.3K | 0.01% | 133 |
|
|
2019
Q3 | $728K | Buy |
5,745
+224
| +4% | +$28.3K | 0.02% | 123 |
|
|
2019
Q2 | $694K | Sell |
5,521
-412
| -7% | -$51K | 0.02% | 117 |
|
|
2019
Q1 | $731K | Sell |
5,933
-449
| -7% | -$54.7K | 0.02% | 113 |
|
|
2018
Q4 | $775K | Buy |
6,382
+496
| +8% | +$59.2K | 0.02% | 100 |
|
|
2018
Q3 | $701K | Sell |
5,886
-718
| -11% | -$85.9K | 0.02% | 104 |
|
|
2018
Q2 | $792K | Sell |
6,604
-1,238,561
| -99% | -$148M | 0.02% | 95 |
|
|
2018
Q1 | $150M | Buy |
1,245,165
+51,974
| +4% | +$6.27M | 3.29% | 11 |
|
|
2017
Q4 | $146M | Buy |
1,193,191
+41,612
| +4% | +$5.11M | 3.13% | 13 |
|
|
2017
Q3 | $142M | Buy |
1,151,579
+13,255
| +1% | +$1.64M | 3.33% | 11 |
|
|
2017
Q2 | $141M | Buy |
1,138,324
+3,146
| +0.3% | +$389K | 3.39% | 10 |
|
|
2017
Q1 | $140M | Buy |
1,135,178
+17,500
| +2% | +$2.15M | 3.43% | 10 |
|
|
2016
Q4 | $137M | Buy |
1,117,678
+26,247
| +2% | +$3.25M | 3.46% | 10 |
|
|
2016
Q3 | $138M | Buy |
1,091,431
+14,766
| +1% | +$1.87M | 3.45% | 10 |
|
|
2016
Q2 | $137M | Buy |
1,076,665
+16,195
| +2% | +$2.04M | 3.45% | 10 |
|
|
2016
Q1 | $134M | Sell |
1,060,470
-27,779
| -3% | -$3.47M | 3.35% | 10 |
|
|
2015
Q4 | $134M | Buy |
1,088,249
+385,210
| +55% | +$47.6M | 3.44% | 10 |
|
|
2015
Q3 | $87.6M | Sell |
703,039
-37,938
| -5% | -$4.68M | 2.12% | 16 |
|
|
2015
Q2 | $91.1M | Buy |
740,977
+12,198
| +2% | +$1.5M | 2.07% | 16 |
|
|
2015
Q1 | $90.5M | Sell |
728,779
-3,810
| -0.5% | -$471K | 2.07% | 16 |
|
|
2014
Q4 | $89.6M | Buy |
732,589
+18,877
| +3% | +$2.31M | 2.09% | 16 |
|
|
2014
Q3 | $86.6M | Buy |
713,712
+16,188
| +2% | +$1.97M | 2.07% | 15 |
|
|
2014
Q2 | $85M | Buy |
697,524
+31,221
| +5% | +$3.79M | 2.04% | 15 |
|
|
2014
Q1 | $80.4M | Buy |
666,303
+18,601
| +3% | +$2.25M | 2.07% | 15 |
|
|
2013
Q4 | $77.7M | Buy |
647,702
+35,210
| +6% | +$4.27M | 2.13% | 14 |
|
|
2013
Q3 | $74.3M | Buy |
612,492
+4,769
| +0.8% | +$574K | 2.29% | 13 |
|
|
2013
Q2 | $73.4M | Buy |
+607,723
| New | +$74.7M | 2.57% | 14 |
|
Other funds holding IEI
Valmark Advisers's IEI Position: Q2 2026 in Review
Valmark Advisers increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.41% in Q2 2026, buying an estimated $3.18K and bringing the position to 6,595 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #407.
Valmark Advisers first reported a position in IEI in Q2 2013 and has held it in 53 quarters since. The position peaked at $150M in Q1 2018. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- Valmark Advisers held 6,595 shares of iShares 3-7 Year Treasury Bond ETF worth $775K as of Q2 2026.
- Valmark Advisers bought 27 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.18K.
- iShares 3-7 Year Treasury Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #407 holding.
- Valmark Advisers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
- Valmark Advisers's iShares 3-7 Year Treasury Bond ETF position peaked at $150M in Q1 2018.
- 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.