Woodmont Investment Counsel’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Woodmont Investment Counsel’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	$12.4M	Sell	105,563 -5,339	-5%	-$629K	0.68%	38
2026 Q1	$13.2M	Buy	110,902 +696	+0.6%	+$83K	0.81%	32
2025 Q4	$13.2M	Sell	110,206 -5,438	-5%	-$651K	0.82%	32
2025 Q3	$13.8M	Buy	115,644 +9,721	+9%	+$1.16M	0.91%	29
2025 Q2	$12.6M	Sell	105,923 -4,985	-4%	-$588K	0.83%	30
2025 Q1	$13.1M	Buy	110,908 +1,583	+1%	+$184K	0.95%	27
2024 Q4	$12.6M	Buy	109,325 +103,983	+1,947%	+$12.1M	0.93%	26
2024 Q3	$639K	Sell	5,342 -139,453	-96%	-$16.5M	0.05%	166
2024 Q2	$16.7M	Buy	144,795 +20,683	+17%	+$2.37M	1.37%	18
2024 Q1	$14.4M	Buy	124,112 +29,693	+31%	+$3.45M	1.21%	19
2023 Q4	$11.1M	Buy	94,419 +84,300	+833%	+$9.62M	1.03%	24
2023 Q3	$1.15M	Buy	+10,119	New	+$1.16M	0.12%	118
2020 Q2	–	Sell	-2,489	Closed	-$332K	–	181
2020 Q1	$332K	Sell	2,489 -392	-14%	-$50.5K	0.09%	136
2019 Q4	$362K	Buy	2,881 +1,158	+67%	+$146K	0.08%	142
2019 Q3	$218K	Buy	1,723 +41	+2%	+$5.18K	0.05%	166
2019 Q2	$212K	Buy	+1,682	New	+$208K	0.05%	167
2018 Q3	–	Sell	-1,680	Closed	-$202K	–	165
2018 Q2	$202K	Buy	+1,680	New	+$201K	0.06%	159
2016 Q4	–	Sell	-425	Closed	-$54K	–	393
2016 Q3	$54K	Buy	+425	New	+$53.8K	0.02%	255
2016 Q2	–	Sell	-465	Closed	-$59K	–	316
2016 Q1	$59K	Hold	465	–	–	0.02%	242
2015 Q4	$57K	Hold	465	–	–	0.02%	251
2015 Q3	$58K	Buy	465 +50	+12%	+$6.17K	0.02%	246
2015 Q2	$51K	Buy	+415	New	+$51.2K	0.01%	259

Other funds holding IEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Woodmont Investment Counsel's IEI Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.8% in Q2 2026, selling an estimated $629K and leaving 105,563 shares worth $12.4M. The position accounts for 0.68% of the portfolio, ranked #38.

Woodmont Investment Counsel first reported a position in IEI in Q2 2015 and has held it in 22 quarters since. The position peaked at $16.7M in Q2 2024. 446 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Woodmont Investment Counsel held 105,563 shares of iShares 3-7 Year Treasury Bond ETF worth $12.4M as of Q2 2026.
Woodmont Investment Counsel sold 5,339 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $629K.
iShares 3-7 Year Treasury Bond ETF made up 0.68% of Woodmont Investment Counsel's portfolio in Q2 2026, its #38 holding.
Woodmont Investment Counsel first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and has held it in 22 quarters since.
Woodmont Investment Counsel's iShares 3-7 Year Treasury Bond ETF position peaked at $16.7M in Q2 2024.
446 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.