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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
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 $1.56T 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

Veridan Wealth's IEI Position: Q1 2026 in Review

Veridan Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.7% in Q1 2026, buying an estimated $108K and bringing the position to 20,333 shares worth $2.41M. The position accounts for 0.89% of the portfolio, ranked #34.

Veridan Wealth first reported a position in IEI in Q2 2024 and has held it in 4 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Veridan Wealth held 20,333 shares of iShares 3-7 Year Treasury Bond ETF worth $2.41M as of Q1 2026.
  • Veridan Wealth bought 906 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $108K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.89% of Veridan Wealth's portfolio in Q1 2026, its #34 holding.
  • Veridan Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.