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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 819 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.
819 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.