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Atwood & Palmer’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Atwood & Palmer’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 		$1.5M Sell
13,220
-35
-0.3% -$4.06K 0.08% 83
2026
Q2 		$1.56M Sell
13,255
-645
-5% -$75.9K 0.08% 76
2026
Q1 		$1.65M Sell
13,900
-2,519
-15% -$300K 0.09% 77
2025
Q4 		$1.96M Sell
16,419
-395
-2% -$47.3K 0.11% 71
2025
Q3 		$2.01M Sell
16,814
-212
-1% -$25.2K 0.12% 66
2025
Q2 		$2.03M Buy
17,026
+196
+1% +$23.1K 0.13% 65
2025
Q1 		$1.99M Buy
16,830
+1,555
+10% +$181K 0.14% 68
2024
Q4 		$1.77M Buy
15,275
+12,657
+483% +$1.48M 0.12% 67
2024
Q3 		$313K Buy
+2,618
New +$309K 0.02% 126

Other funds holding IEI

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atwood & Palmer's IEI Position: Q3 2026 in Review

Atwood & Palmer reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.26% in Q3 2026, selling an estimated $4.06K and leaving 13,220 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #83.

Atwood & Palmer first reported a position in IEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.03M in Q2 2025. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Atwood & Palmer held 13,220 shares of iShares 3-7 Year Treasury Bond ETF worth $1.5M as of Q3 2026.
  • Atwood & Palmer sold 35 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.06K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Atwood & Palmer's portfolio in Q3 2026, its #83 holding.
  • Atwood & Palmer first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Atwood & Palmer's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.