Watchman Group
IEI icon

Watchman Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Watchman Group’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
Q3 		$43.9M Buy
+387,270
New +$44.9M 10.12% 1
2025
Q2 		– Sell
-143,492
Closed -$17M – 79
2025
Q1 		$17M Buy
+143,492
New +$16.7M 4.75% 6

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

Watchman Group's IEI Position: Q3 2026 in Review

Watchman Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 387,270 shares worth $43.9M. The stake represents 10.12% of the portfolio and ranks #1 among its holdings. This is a return to the name: Watchman Group previously reported a position in IEI as recently as Q1 2025.

Watchman Group first reported a position in IEI in Q1 2025 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Watchman Group held 387,270 shares of iShares 3-7 Year Treasury Bond ETF worth $43.9M as of Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Watchman Group position in Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 10.12% of Watchman Group's portfolio in Q3 2026, its #1 holding.
  • Watchman Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.