Verger Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Verger Capital 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	$1.42M	Sell	12,101 -896	-7%	-$105K	0.42%	12
2026 Q1	$1.54M	Sell	12,997 -1,533	-11%	-$183K	0.45%	12
2025 Q4	$1.73M	Buy	14,530 +173	+1%	+$20.7K	0.51%	11
2025 Q3	$1.72M	Sell	14,357 -705	-5%	-$83.9K	0.56%	12
2025 Q2	$1.79M	Buy	15,062 +132	+0.9%	+$15.6K	0.71%	12
2025 Q1	$1.76M	Buy	14,930 +80	+0.5%	+$9.32K	0.78%	12
2024 Q4	$1.72M	Buy	14,850 +11,950	+412%	+$1.39M	0.86%	12
2024 Q3	$347K	Buy	+2,900	New	+$343K	0.17%	14

Other funds holding IEI

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

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

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Verger Capital Management's IEI Position: Q2 2026 in Review

Verger Capital Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.9% in Q2 2026, selling an estimated $105K and leaving 12,101 shares worth $1.42M. The position accounts for 0.42% of the portfolio, ranked #12.

Verger Capital Management first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q2 2025. 390 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Verger Capital Management held 12,101 shares of iShares 3-7 Year Treasury Bond ETF worth $1.42M as of Q2 2026.
Verger Capital Management sold 896 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
iShares 3-7 Year Treasury Bond ETF made up 0.42% of Verger Capital Management's portfolio in Q2 2026, its #12 holding.
Verger Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Verger Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.79M in Q2 2025.
390 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Verger Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.