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Wealthquest’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealthquest’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 		$281K Buy
2,390
+255
+12% +$30K 0.02% 142
2026
Q1 		$253K Hold
2,135
– – 0.02% 126
2025
Q4 		$255K Buy
+2,135
New +$256K 0.02% 120
2025
Q3 		– Sell
-2,068
Closed -$246K – 77
2025
Q2 		$246K Buy
2,068
+99
+5% +$11.7K 0.02% 120
2025
Q1 		$233K Buy
+1,969
New +$229K 0.02% 116
2022
Q2 		– Sell
-173,612
Closed -$22.3M – 130
2022
Q1 		$22.3M Hold
173,612
– – 3.43% 9
2021
Q4 		$22.3M Buy
173,612
+6,515
+4% +$841K 3.43% 9
2021
Q3 		$21.8M Buy
167,097
+4,888
+3% +$641K 3.67% 8
2021
Q2 		$21.2M Buy
162,209
+6,913
+4% +$902K 3.62% 9
2021
Q1 		$20.2M Buy
155,296
+2,868
+2% +$377K 3.77% 7
2020
Q4 		$20.3M Sell
152,428
-1,297
-0.8% -$172K 4.34% 7
2020
Q3 		$20.5M Buy
153,725
+8,557
+6% +$1.14M 5.08% 6
2020
Q2 		$19.4M Buy
+145,168
New +$19.3M 4.94% 6
2019
Q4 		$17.8M Buy
141,512
+8,148
+6% +$1.03M 5.1% 7
2019
Q3 		$16.9M Buy
+133,364
New +$16.9M 5.65% 5

Other funds holding IEI

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealthquest's IEI Position: Q2 2026 in Review

Wealthquest increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, buying an estimated $30K and bringing the position to 2,390 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #142.

Wealthquest first reported a position in IEI in Q3 2019 and has held it in 15 quarters since. The position peaked at $22.3M in Q1 2022. 287 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Wealthquest held 2,390 shares of iShares 3-7 Year Treasury Bond ETF worth $281K as of Q2 2026.
  • Wealthquest bought 255 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $30K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #142 holding.
  • Wealthquest first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • Wealthquest's iShares 3-7 Year Treasury Bond ETF position peaked at $22.3M in Q1 2022.
  • 287 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.