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IEIIEI
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES 3-7 YEAR TREASURY BO

AXXCESS WEALTH MANAGEMENT, LLC holds 168,029 shares of IEI (ISHARES 3-7 YEAR TREASURY BO), worth $19.7M as of 2026-Q2. The position was increased (+347.8% shares). IEI represents 0.3% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$19.7M

Current Shares

168,029

Total Value Change

+$12.2M

Total Shares Change

+104,838

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
168,029
+347.8%
$19.7M0.3%$116.71
55
2026-Q1
Decreased
37,520
-60.7%
$4.4M0.1%$116.77
0
2025-Q4
Increased
95,397
+18.9%
$11.4M0.2%$116.82
39
2025-Q3
Increased
80,200
+44.9%
$9.6M0.2%$115.59
45
2025-Q2
Increased
55,351
+1.4%
$6.6M0.2%$114.17
33
2025-Q1
Increased
54,571
+33.2%
$6.4M0.2%$112.27
42
2024-Q4
Decreased
40,975
-35.2%
$4.7M0.1%$109.22
0
2024-Q3
Decreased
63,191
-2.1%
$7.6M0.2%$111.83
0

Other major holders of IEI: JPMORGAN CHASE & CO

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