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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
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% +$5.63K 0.02% 180
2025
Q3 		$463K Buy
+3,870
New +$460K 0.02% 176

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Welch Group's IEI Position: Q2 2026 in Review

Welch Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.93% in Q2 2026, buying an estimated $13.5K and bringing the position to 12,500 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #98.

Welch Group first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q1 2026. 350 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Welch Group held 12,500 shares of iShares 3-7 Year Treasury Bond ETF worth $1.47M as of Q2 2026.
  • Welch Group bought 115 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Welch Group's portfolio in Q2 2026, its #98 holding.
  • Welch Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Welch Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.47M in Q1 2026.
  • 350 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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