Western Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Western Wealth Management’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 Q1	$1.08M	Buy	9,066 +6	+0.1%	+$716	0.04%	422
2025 Q4	$1.08M	Buy	9,060 +1,260	+16%	+$151K	0.05%	326
2025 Q3	$932K	Buy	7,800 +6,112	+362%	+$727K	0.05%	319
2025 Q2	$201K	Sell	1,688 -592	-26%	-$69.8K	0.01%	702
2025 Q1	$269K	Sell	2,280 -1,204	-35%	-$140K	0.02%	561
2024 Q4	$403K	Sell	3,484 -2,287	-40%	-$267K	0.03%	434
2024 Q3	$690K	Buy	5,771 +1,890	+49%	+$223K	0.04%	378
2024 Q2	$448K	Sell	3,881 -25	-0.6%	-$2.87K	0.03%	392
2024 Q1	$452K	Buy	3,906 +980	+33%	+$114K	0.04%	388
2023 Q4	$343K	Sell	2,926 -20	-0.7%	-$2.28K	0.02%	519
2023 Q3	$333K	Sell	2,946 -66	-2%	-$7.55K	0.03%	482
2023 Q2	$347K	Sell	3,012 -201	-6%	-$23.5K	0.03%	467
2023 Q1	$378K	Sell	3,213 -31	-1%	-$3.6K	0.04%	442
2022 Q4	$373K	Sell	3,244 -763	-19%	-$87.5K	0.04%	413
2022 Q3	$458K	Sell	4,007 -895	-18%	-$106K	0.03%	515
2022 Q2	$585K	Buy	4,902 +482	+11%	+$57.6K	0.03%	431
2022 Q1	$539K	Buy	4,420 +1,074	+32%	+$135K	0.03%	509
2021 Q4	$431K	Buy	+3,346	New	+$432K	0.04%	359
2021 Q2	$450K	Buy	3,445 +1,368	+66%	+$179K	0.05%	379
2021 Q1	$270K	Buy	2,077 +30	+1%	+$3.95K	0.04%	432
2020 Q4	$272K	Sell	2,047 -1,922	-48%	-$256K	0.04%	374
2020 Q3	$530K	Sell	3,969 -296	-7%	-$39.6K	0.09%	224
2020 Q2	$570K	Sell	4,265 -14,874	-78%	-$1.98M	0.1%	201
2020 Q1	$2.55M	Buy	19,139 +16,325	+580%	+$2.1M	0.59%	32
2019 Q4	$354K	Buy	2,814 +10	+0.4%	+$1.26K	0.05%	281
2019 Q3	$354K	Sell	2,804 -48	-2%	-$6.07K	0.07%	261
2019 Q2	$358K	Sell	2,852 -53	-2%	-$6.55K	0.05%	277
2019 Q1	$357K	Buy	2,905 +39	+1%	+$4.75K	0.08%	254
2018 Q4	$348K	Buy	+2,866	New	+$342K	0.09%	225

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's IEI Position: Q1 2026 in Review

Western Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.07% in Q1 2026, buying an estimated $716 and bringing the position to 9,066 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #422.

Western Wealth Management first reported a position in IEI in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.55M in Q1 2020. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Western Wealth Management held 9,066 shares of iShares 3-7 Year Treasury Bond ETF worth $1.08M as of Q1 2026.
Western Wealth Management bought 6 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $716.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #422 holding.
Western Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.55M in Q1 2020.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.