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William Howard & Co Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

William Howard & Co 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 		$3.43M Buy
29,180
+15
+0.1% +$1.77K 2.67% 9
2026
Q1 		$3.46M Buy
29,165
+8
+0% +$954 2.99% 9
2025
Q4 		$3.48M Buy
29,157
+19
+0.1% +$2.27K 2.93% 9
2025
Q3 		$3.48M Buy
29,138
+12
+0% +$1.43K 2.96% 9
2025
Q2 		$3.47M Buy
29,126
+13
+0% +$1.53K 3.03% 8
2025
Q1 		$3.44M Sell
29,113
-80
-0.3% -$9.32K 3.22% 8
2024
Q4 		$3.37M Sell
29,193
-3,171
-10% -$370K 3.05% 8
2024
Q3 		$3.87M Buy
32,364
+27
+0.1% +$3.19K 3.3% 8
2024
Q2 		$3.73M Buy
32,337
+26
+0.1% +$2.98K 3.45% 6
2024
Q1 		$3.74M Buy
+32,311
New +$3.75M 3.51% 6

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

William Howard & Co Financial Advisors's IEI Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.05% in Q2 2026, buying an estimated $1.77K and bringing the position to 29,180 shares worth $3.43M. The position accounts for 2.67% of the portfolio, ranked #9.

William Howard & Co Financial Advisors first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.87M in Q3 2024. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • William Howard & Co Financial Advisors held 29,180 shares of iShares 3-7 Year Treasury Bond ETF worth $3.43M as of Q2 2026.
  • William Howard & Co Financial Advisors bought 15 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.77K.
  • iShares 3-7 Year Treasury Bond ETF made up 2.67% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • William Howard & Co Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • William Howard & Co Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.87M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.