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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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Atwood & Palmer's IEI Position: Q2 2026 in Review

Atwood & Palmer reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q2 2026, selling an estimated $75.9K and leaving 13,255 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #76.

Atwood & Palmer first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2025. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Atwood & Palmer held 13,255 shares of iShares 3-7 Year Treasury Bond ETF worth $1.56M as of Q2 2026.
  • Atwood & Palmer sold 645 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.9K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Atwood & Palmer's portfolio in Q2 2026, its #76 holding.
  • Atwood & Palmer first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Atwood & Palmer's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q2 2025.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.