World Equity Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

World Equity Group’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	$207K	Buy	+1,760	New	+$207K	0.05%	364
2023 Q1	–	Sell	-18,371	Closed	-$2.11M	–	545
2022 Q4	$2.11M	Sell	18,371 -118	-0.6%	-$13.5K	0.5%	56
2022 Q3	$2.11M	Buy	18,489 +1,545	+9%	+$183K	0.53%	48
2022 Q2	$2.02M	Buy	16,944 +2,879	+20%	+$344K	0.51%	53
2022 Q1	$1.72M	Buy	+14,065	New	+$1.76M	0.37%	71

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

World Equity Group's IEI Position: Q2 2026 in Review

World Equity Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,760 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #364 among its holdings. This is a return to the name: World Equity Group previously reported a position in IEI as recently as Q4 2022.

World Equity Group first reported a position in IEI in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.11M in Q3 2022. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

World Equity Group held 1,760 shares of iShares 3-7 Year Treasury Bond ETF worth $207K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new World Equity Group position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #364 holding.
World Equity Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 5 quarters since.
World Equity Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.11M in Q3 2022.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.