WestHill Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WestHill Financial Advisors’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	$363K	Hold	3,094	–	–	0.06%	60
2026 Q1	$367K	Sell	3,094 -5	-0.2%	-$596	0.07%	55
2025 Q4	$370K	Hold	3,099	–	–	0.07%	56
2025 Q3	$370K	Buy	3,099 +45	+1%	+$5.35K	0.07%	52
2025 Q2	$364K	Hold	3,054	–	–	0.08%	50
2025 Q1	$361K	Buy	3,054 +149	+5%	+$17.4K	0.08%	49
2024 Q4	$336K	Buy	2,905 +170	+6%	+$19.8K	0.08%	53
2024 Q3	$327K	Buy	2,735 +32	+1%	+$3.78K	0.07%	55
2024 Q2	$312K	Hold	2,703	–	–	0.08%	55
2024 Q1	$313K	Buy	2,703 +43	+2%	+$4.99K	0.08%	55
2023 Q4	$312K	Hold	2,660	–	–	0.08%	52
2023 Q3	$301K	Buy	2,660 +228	+9%	+$26.1K	0.09%	49
2023 Q2	$280K	Hold	2,432	–	–	0.08%	46
2023 Q1	$286K	Buy	+2,432	New	+$283K	0.09%	47

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WestHill Financial Advisors's IEI Position: Q2 2026 in Review

WestHill Financial Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 3,094 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #60.

WestHill Financial Advisors first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $370K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

WestHill Financial Advisors held 3,094 shares of iShares 3-7 Year Treasury Bond ETF worth $363K as of Q2 2026.
WestHill Financial Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of WestHill Financial Advisors's portfolio in Q2 2026, its #60 holding.
WestHill Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
WestHill Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $370K in Q3 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.