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Woodward Diversified Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Woodward Diversified Capital’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 		$502K Sell
4,275
-72
-2% -$8.48K 0.22% 99
2026
Q1 		$517K Buy
4,347
+694
+19% +$82.8K 0.24% 97
2025
Q4 		$436K Sell
3,653
-147
-4% -$17.6K 0.2% 113
2025
Q3 		$454K Sell
3,800
-35
-0.9% -$4.16K 0.21% 113
2025
Q2 		$457K Buy
3,835
+1,453
+61% +$171K 0.23% 98
2025
Q1 		$281K Buy
2,382
+163
+7% +$19K 0.2% 105
2024
Q4 		$256K Sell
2,219
-852
-28% -$99.4K 0.19% 104
2024
Q3 		$367K Buy
3,071
+66
+2% +$7.8K 0.23% 107
2024
Q2 		$347K Sell
3,005
-1,230
-29% -$141K 0.2% 111
2024
Q1 		$490K Sell
4,235
-2,484
-37% -$288K 0.3% 91
2023
Q4 		$787K Sell
6,719
-378
-5% -$43.1K 0.49% 54
2023
Q3 		$803K Buy
7,097
+304
+4% +$34.8K 0.58% 54
2023
Q2 		$783K Buy
6,793
+946
+16% +$111K 0.59% 49
2023
Q1 		$688K Buy
5,847
+884
+18% +$103K 0.54% 53
2022
Q4 		$570K Buy
4,963
+157
+3% +$18K 0.46% 57
2022
Q3 		$549K Buy
4,806
+481
+11% +$56.9K 0.45% 51
2022
Q2 		$516K Sell
4,325
-301
-7% -$36K 0.39% 64
2022
Q1 		$565K Buy
4,626
+1
+0% +$125 0.37% 74
2021
Q4 		$595K Buy
4,625
+1,325
+40% +$171K 0.35% 73
2021
Q3 		$430K Sell
3,300
-639
-16% -$83.8K 0.27% 98
2021
Q2 		$514K Sell
3,939
-66
-2% -$8.62K 0.29% 89
2021
Q1 		$520K Buy
4,005
+1,466
+58% +$193K 0.31% 84
2020
Q4 		$338K Buy
+2,539
New +$338K 0.22% 101

Other funds holding IEI

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

Woodward Diversified Capital's IEI Position: Q2 2026 in Review

Woodward Diversified Capital reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.7% in Q2 2026, selling an estimated $8.48K and leaving 4,275 shares worth $502K. The position accounts for 0.22% of the portfolio, ranked #99.

Woodward Diversified Capital first reported a position in IEI in Q4 2020 and has held it in 23 quarters since. The position peaked at $803K in Q3 2023. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Woodward Diversified Capital held 4,275 shares of iShares 3-7 Year Treasury Bond ETF worth $502K as of Q2 2026.
  • Woodward Diversified Capital sold 72 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.48K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.22% of Woodward Diversified Capital's portfolio in Q2 2026, its #99 holding.
  • Woodward Diversified Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $803K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.