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Planning Strategies Inc.’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Planning Strategies Inc.’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 		$19.8K Buy
+169
New +$19.9K 0.01% 248

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Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s IEI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 169 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

343 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Planning Strategies Inc. held 169 shares of iShares 3-7 Year Treasury Bond ETF worth $19.8K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #248 holding.
  • 343 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.