Walkner Condon Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Walkner Condon Financial Advisors’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	$339K	Buy	2,889 +130	+5%	+$15.3K	0.04%	242
2026 Q1	$327K	Buy	2,759 +971	+54%	+$116K	0.04%	230
2025 Q4	$213K	Sell	1,788 -2,210	-55%	-$264K	0.03%	290
2025 Q3	$478K	Buy	3,998 +40	+1%	+$4.76K	0.08%	178
2025 Q2	$471K	Sell	3,958 -41	-1%	-$4.84K	0.09%	167
2025 Q1	$472K	Sell	3,999 -444	-10%	-$51.7K	0.1%	163
2024 Q4	$513K	Sell	4,443 -108	-2%	-$12.6K	0.1%	160
2024 Q3	$544K	Buy	4,551 +152	+3%	+$18K	0.11%	146
2024 Q2	$508K	Sell	4,399 -88	-2%	-$10.1K	0.11%	144
2024 Q1	$520K	Sell	4,487 -170	-4%	-$19.7K	0.11%	146
2023 Q4	$545K	Sell	4,657 -313	-6%	-$35.7K	0.12%	137
2023 Q3	$562K	Buy	4,970 +440	+10%	+$50.3K	0.15%	124
2023 Q2	$522K	Hold	4,530	–	–	0.14%	128
2023 Q1	$533K	Sell	4,530 -91	-2%	-$10.6K	0.15%	122
2022 Q4	$531K	Sell	4,621 -2,126	-32%	-$244K	0.16%	116
2022 Q3	$771K	Sell	6,747 -40	-0.6%	-$4.74K	0.25%	85
2022 Q2	$810K	Sell	6,787 -1,035	-13%	-$124K	0.25%	84
2022 Q1	$955K	Sell	7,822 -7,075	-47%	-$888K	0.27%	79
2021 Q4	$1.92M	Sell	14,897 -45	-0.3%	-$5.81K	1.25%	24
2021 Q3	$1.94M	Sell	14,942 -488	-3%	-$64K	0.96%	28
2021 Q2	$2.02M	Sell	15,430 -1	-0%	-$131	0.74%	35
2021 Q1	$2M	Sell	15,431 -49	-0.3%	-$6.45K	0.78%	34
2020 Q4	$2.06M	Buy	15,480 +1,717	+12%	+$228K	0.89%	28
2020 Q3	$1.84M	Buy	+13,763	New	+$1.84M	0.98%	27

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walkner Condon Financial Advisors's IEI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.7% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,889 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #242.

Walkner Condon Financial Advisors first reported a position in IEI in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.06M in Q4 2020. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Walkner Condon Financial Advisors held 2,889 shares of iShares 3-7 Year Treasury Bond ETF worth $339K as of Q2 2026.
Walkner Condon Financial Advisors bought 130 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.3K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #242 holding.
Walkner Condon Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Walkner Condon Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.06M in Q4 2020.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.