Argyle Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Argyle Capital Partners’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	$483K	Sell	4,259 -310	-7%	-$35.9K	0.3%	95
2026 Q2	$537K	Sell	4,569 -771	-14%	-$90.8K	0.34%	85
2026 Q1	$633K	Sell	5,340 -289	-5%	-$34.5K	0.46%	73
2025 Q4	$672K	Buy	5,629 +265	+5%	+$31.7K	0.49%	62
2025 Q3	$641K	Buy	5,364 +635	+13%	+$75.5K	0.46%	65
2025 Q2	$563K	Buy	4,729 +1,043	+28%	+$123K	0.46%	64
2025 Q1	$435K	Buy	3,686 +1,344	+57%	+$157K	0.37%	77
2024 Q4	$271K	Buy	+2,342	New	+$273K	0.23%	110

Other funds holding IEI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Argyle Capital Partners's IEI Position: Q3 2026 in Review

Argyle Capital Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.8% in Q3 2026, selling an estimated $35.9K and leaving 4,259 shares worth $483K. The position accounts for 0.3% of the portfolio, ranked #95.

Argyle Capital Partners first reported a position in IEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $672K in Q4 2025. 653 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Argyle Capital Partners held 4,259 shares of iShares 3-7 Year Treasury Bond ETF worth $483K as of Q3 2026.
Argyle Capital Partners sold 310 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $35.9K.
iShares 3-7 Year Treasury Bond ETF made up 0.3% of Argyle Capital Partners's portfolio in Q3 2026, its #95 holding.
Argyle Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $672K in Q4 2025.
653 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.