WBH Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WBH Advisory’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	$366K	Hold	3,099	–	–	0.03%	278
2025 Q4	$370K	Hold	3,099	–	–	0.03%	267
2025 Q3	$370K	Hold	3,099	–	–	0.03%	268
2025 Q2	$369K	Buy	+3,099	New	+$366K	0.03%	266
2024 Q1	–	Sell	-3,319	Closed	-$389K	–	315
2023 Q4	$389K	Sell	3,319 -14,605	-81%	-$1.67M	0.04%	234
2023 Q3	$2.03M	Buy	+17,924	New	+$2.05M	0.25%	85

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBH Advisory's IEI Position: Q1 2026 in Review

WBH Advisory held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 3,099 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #278.

WBH Advisory first reported a position in IEI in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.03M in Q3 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

WBH Advisory held 3,099 shares of iShares 3-7 Year Treasury Bond ETF worth $366K as of Q1 2026.
WBH Advisory left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #278 holding.
WBH Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
WBH Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q3 2023.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.