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

Wealth Enhancement Trust 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 		$340K Sell
2,897
-816
-22% -$96.1K 0.04% 240
2026
Q1 		$440K Buy
3,713
+171
+5% +$20.4K 0.05% 211
2025
Q4 		$423K Buy
+3,542
New +$424K 0.05% 209

Other funds holding IEI

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AssetMark Inc
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 22% in Q2 2026, selling an estimated $96.1K and leaving 2,897 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #240.

Wealth Enhancement Trust Services first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 662 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,897 shares of iShares 3-7 Year Treasury Bond ETF worth $340K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 816 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $96.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #240 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares 3-7 Year Treasury Bond ETF position peaked at $440K in Q1 2026.
  • 662 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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