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

Veridan Wealth’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 		$5.24M Buy
44,643
+24,310
+120% +$2.86M 1.78% 15
2026
Q1 		$2.41M Buy
20,333
+906
+5% +$108K 0.89% 34
2025
Q4 		$2.32M Buy
19,427
+398
+2% +$47.6K 0.78% 34
2025
Q3 		$2.27M Buy
+19,029
New +$2.26M 0.78% 34
2024
Q2 		$2.25M Buy
+18,867
New +$2.16M 0.9% 34

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Veridan Wealth's IEI Position: Q2 2026 in Review

Veridan Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 120% in Q2 2026, buying an estimated $2.86M and bringing the position to 44,643 shares worth $5.24M. The position accounts for 1.78% of the portfolio, ranked #15.

Veridan Wealth first reported a position in IEI in Q2 2024 and has held it in 5 quarters since. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Veridan Wealth held 44,643 shares of iShares 3-7 Year Treasury Bond ETF worth $5.24M as of Q2 2026.
  • Veridan Wealth bought 24,310 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.86M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.78% of Veridan Wealth's portfolio in Q2 2026, its #15 holding.
  • Veridan Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.