Welch Group
IEI icon

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

Welch Group’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
Q3 		$1.92M Buy
16,916
+4,416
+35% +$512K 0.07% 88
2026
Q2 		$1.47M Buy
12,500
+115
+0.9% +$13.5K 0.05% 98
2026
Q1 		$1.47M Buy
12,385
+8,468
+216% +$1.01M 0.06% 99
2025
Q4 		$468K Buy
3,917
+47
+1% +$5.62K 0.02% 180
2025
Q3 		$463K Buy
+3,870
New +$460K 0.02% 176

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Welch Group's IEI Position: Q3 2026 in Review

Welch Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 35% in Q3 2026, buying an estimated $512K and bringing the position to 16,916 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #88.

Welch Group first reported a position in IEI in Q3 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Welch Group held 16,916 shares of iShares 3-7 Year Treasury Bond ETF worth $1.92M as of Q3 2026.
  • Welch Group bought 4,416 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $512K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Welch Group's portfolio in Q3 2026, its #88 holding.
  • Welch Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.