Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.8M Buy
215,347
+34,443
+19% +$4.06M 0.04% 410
2026
Q1 		$18.2M Sell
180,904
-89,880
-33% -$10.7M 0.04% 422
2025
Q4 		$32.4M Buy
270,784
+21,537
+9% +$2.58M 0.04% 346
2025
Q3 		$29.8M Buy
249,247
+8,305
+3% +$988K 0.05% 343
2025
Q2 		$28.5M Sell
240,942
-20,998
-8% -$2.48M 0.05% 332
2025
Q1 		$30.9M Buy
261,940
+135,402
+107% +$15.8M 0.06% 299
2024
Q4 		$14.6M Buy
126,538
+12,570
+11% +$1.47M 0.03% 458
2024
Q3 		$13.6M Sell
113,968
-22,485
-16% -$2.66M 0.03% 439
2024
Q2 		$15.8M Sell
136,453
-14,777
-10% -$1.69M 0.04% 377
2024
Q1 		$17.5M Sell
151,230
-35,831
-19% -$4.16M 0.05% 355
2023
Q4 		$21.9M Buy
187,061
+4,112
+2% +$469K 0.06% 279
2023
Q3 		$20.7M Buy
+182,949
New +$20.9M 0.07% 274

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's IEI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q2 2026, buying an estimated $4.06M and bringing the position to 215,347 shares worth $21.8M. The position accounts for 0.04% of the portfolio, ranked #410.

Wealth Enhancement Advisory Services first reported a position in IEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.4M in Q4 2025. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 215,347 shares of iShares 3-7 Year Treasury Bond ETF worth $21.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 34,443 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.06M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #410 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $32.4M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.