iShares Trust - iShares 3-7 Year Treasury Bond ETF
MX ˙ BMV ˙ US4642886612
SecurityMX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
InstitutionTanglewood Wealth Management, Inc.
Latest Disclosed Ownership1,596,822 shares
Latest Disclosed Value $ 189,383,043
Tanglewood Wealth Management, Inc. reports 7.87% increase in ownership of IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF

On April 20, 2026 - Tanglewood Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,596,822 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) valued at $189,383,043 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,480,366 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF. This represents a change in shares of 7.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 1,596,822 116,456 7.87 189,383 7.19 15.6860
2026-01-29 2025-12-31 13F ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 1,480,366 434,416 41.53 176,682 41.34 16.1994
2025-10-30 2025-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,045,950 -9,571 -0.91 125,002 -0.56 11.6171
2025-07-21 2025-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,055,521 -5,175 -0.49 125,702 0.32 12.3920
2025-04-14 2025-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,060,696 -393,682 -27.07 125,305 -25.44 14.0964
2025-01-24 2024-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,454,378 359,189 32.80 168,053 28.29 19.3603
2024-10-28 2024-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,095,189 -193,281 -15.00 130,990 -11.96 15.0931
2024-07-26 2024-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,288,470 70,655 5.80 148,780 5.49 18.4971
2024-05-08 2024-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,217,815 14,604 1.21 141,035 0.07 17.4284
2024-02-08 2023-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,203,211 -549,027 -31.33 140,932 -28.92 17.2537
2023-10-31 2023-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,752,238 342,392 24.29 198,283 22.08 33.6300
2023-08-04 2023-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,409,846 1,121 0.08 162,427 -2.00 23.2239
2023-05-02 2023-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,408,725 7,589 0.54 165,737 2.96 24.0733
2023-02-07 2022-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 1,401,136 531,321 61.08 160,977 61.94 24.1111
2022-11-02 2022-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 869,815 30,917 3.69 99,403 -0.71 15.0044
2022-07-22 2022-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 838,898 -111,568 -11.74 100,114 -13.70 13.5042
2022-05-10 2022-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 950,466 950,466 116,004 17.4155
2020-08-07 2020-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 0 -927,955 -100.00 0 -100.00
2020-04-24 2020-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 927,955 104,333 12.67 123,734 19.47 24.0029
2020-02-04 2019-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 823,622 -44,468 -5.12 103,570 -5.91 19.9266
2019-11-12 2019-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 868,090 294,701 51.40 110,074 52.65 24.0043
2019-07-26 2019-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 573,389 453,712 379.11 72,109 389.07 17.3737
2019-04-24 2019-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 119,677 25,868 27.58 14,744 29.47 3.2405
2019-02-07 2018-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 93,809 1,586 1.72 11,388 3.71 2.8574
2018-10-25 2018-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 92,223 -15,035 -14.02 10,981 -14.68 3.1042
2018-08-03 2018-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 107,258 -225,810 -67.80 12,871 -67.96 3.7471
2018-04-23 2018-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 333,068 22,530 7.26 40,175 5.90 12.3998
2018-02-05 2017-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 310,538 -21,815 -6.56 37,935 -7.59 11.9342
2017-11-02 2017-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 332,353 -2,056 -0.61 41,049 -0.66 13.0322
2017-07-18 2017-06-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 334,409 52,185 18.49 41,323 18.99 12.6311
2017-05-09 2017-03-31 13F ISHARES TR 3-7 YR TR BD ETF 464288661 282,224 -5,192 -1.81 34,728 -1.37 11.2254
2017-02-06 2016-12-31 13F ISHARES TR 3-7 YR TR BD ETF 464288661 287,416 128,604 80.98 35,211 75.21 12.1312
2016-11-02 2016-09-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 158,812 -145,144 -47.75 20,096 -48.08 7.2285
2016-07-19 2016-06-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 303,956 -223 -0.07 38,709 1.04 14.2711
2016-05-05 2016-03-31 13F ISHARES TR 3-7 YR TR BD ETF 464288661 304,179 5,701 1.91 38,311 4.69 13.1855
2016-02-08 2015-12-31 13F ISHARES TR 3-7 YR TR BD ETF 464288661 298,478 72,963 32.35 36,596 30.19 14.4970
2015-11-03 2015-09-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 225,515 10,453 4.86 28,110 6.30 11.7451
2015-07-28 2015-06-30 13F ISHARES 3-7 YR TR BD ETF 464288661 215,062 -8,833 -3.95 26,444 -4.88 11.6177
2015-05-05 2015-03-31 13F ISHARES 3-7 YR TR BD ETF 464288661 223,895 155,257 226.20 27,801 235.56 13.4395
2014-04-24 2014-03-31 13F ISHARES 3-7 YR TR BD ETF 464288661 68,638 68,638 8,285 8.7765
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.