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 Q3	–	Sell	-1,760	Closed	-$207K	–	319
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

World Equity Group's IEI Position: Q3 2026 in Review

World Equity Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 1,760 shares — an estimated $207K sold.

World Equity Group first reported a position in IEI in Q1 2022 and held it in 5 quarters. The position peaked at $2.11M in Q3 2022. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

World Equity Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 1,760 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $207K.
World Equity Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
World Equity Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.11M in Q3 2022.
252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.