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WCG Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WCG Wealth 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 		$3.37M Sell
28,709
-79,557
-73% -$9.37M 0.08% 226
2026
Q1 		$12.8M Sell
108,266
-252,718
-70% -$30.1M 0.36% 76
2025
Q4 		$43.1M Buy
360,984
+242,303
+204% +$29M 1.21% 18
2025
Q3 		$14.2M Sell
118,681
-8,373
-7% -$996K 0.89% 30
2025
Q2 		$15.1M Buy
+127,054
New +$15M 0.98% 25

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCG Wealth Advisors's IEI Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 73% in Q2 2026, selling an estimated $9.37M and leaving 28,709 shares worth $3.37M. The position accounts for 0.08% of the portfolio, ranked #226.

WCG Wealth Advisors first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $43.1M in Q4 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • WCG Wealth Advisors held 28,709 shares of iShares 3-7 Year Treasury Bond ETF worth $3.37M as of Q2 2026.
  • WCG Wealth Advisors sold 79,557 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.37M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of WCG Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • WCG Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $43.1M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.