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Wolff Wiese Magana’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wolff Wiese Magana’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 		$185K Hold
1,578
– – 0.09% 121
2026
Q1 		$187K Hold
1,578
– – 0.1% 111
2025
Q4 		$188K Hold
1,578
– – 0.1% 109
2025
Q3 		$189K Hold
1,578
– – 0.11% 116
2025
Q2 		$188K Hold
1,578
– – 0.12% 111
2025
Q1 		$186K Hold
1,578
– – 0.13% 102
2024
Q4 		$182K Hold
1,578
– – 0.12% 106
2024
Q3 		$189K Buy
1,578
+574
+57% +$67.8K 0.13% 102
2024
Q2 		$116K Buy
+1,004
New +$115K 0.09% 114

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Wolff Wiese Magana's IEI Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 1,578 shares worth $185K. The position accounts for 0.09% of the portfolio, ranked #121.

Wolff Wiese Magana first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $189K in Q3 2024. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Wolff Wiese Magana held 1,578 shares of iShares 3-7 Year Treasury Bond ETF worth $185K as of Q2 2026.
  • Wolff Wiese Magana left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #121 holding.
  • Wolff Wiese Magana first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Wolff Wiese Magana's iShares 3-7 Year Treasury Bond ETF position peaked at $189K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.