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IEIIEI
6 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES 3-7 YEAR TREASURY BO

Dynasty Wealth Management, LLC holds 1.3M shares of IEI (ISHARES 3-7 YEAR TREASURY BO), worth $147.6M as of 2026-Q2. The position was increased (+15.9% shares). IEI represents 1.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$147.6M

Current Shares

1.3M

Total Value Change

+$115.4M

Total Shares Change

+984,170

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+15.9%
$147.6M1.1%$116.71
55
2026-Q1
Decreased
1.1M
-7.3%
$128.7M1.1%$116.77
0
2025-Q4
Increased
1.2M
+97.3%
$139.7M1.4%$116.82
76
2025-Q3
Increased
593,126
+120.8%
$70.9M0.9%$115.59
67
2025-Q2
Decreased
268,623
-1.6%
$32M0.5%$114.17
0
2025-Q1
New
272,960
-
$32.2M0.5%$112.27
56

Other major holders of IEI: JPMORGAN CHASE & CO

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