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 Q3	–	Sell	-3,099	Closed	-$364K	–	365
2026 Q2	$364K	Hold	3,099	–	–	0.02%	294
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 $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

WBH Advisory's IEI Position: Q3 2026 in Review

WBH Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 3,099 shares — an estimated $364K sold.

WBH Advisory first reported a position in IEI in Q3 2023 and held it in 7 quarters. The position peaked at $2.03M in Q3 2023. 729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

WBH Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
WBH Advisory sold 3,099 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $364K.
WBH Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and held it in 7 quarters.
WBH Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q3 2023.
729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.