Bartlett & Co Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bartlett & Co Wealth Management’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 Q1	$117K	Hold	988	–	–	﹤0.01%	542
2025 Q4	$118K	Hold	988	–	–	﹤0.01%	533
2025 Q3	$118K	Hold	988	–	–	﹤0.01%	529
2025 Q2	$118K	Hold	988	–	–	﹤0.01%	515
2025 Q1	$117K	Hold	988	–	–	﹤0.01%	522
2024 Q4	$114K	Hold	988	–	–	﹤0.01%	523
2024 Q3	$118K	Hold	988	–	–	﹤0.01%	524
2024 Q2	$114K	Hold	988	–	–	﹤0.01%	521
2024 Q1	$114K	Hold	988	–	–	﹤0.01%	529
2023 Q4	$116K	Buy	+988	New	+$113K	﹤0.01%	553
2022 Q3	–	Sell	-7	Closed	-$835	–	1231
2022 Q2	$835	Buy	+7	New	+$837	﹤0.01%	1249

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's IEI Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 988 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Bartlett & Co Wealth Management first reported a position in IEI in Q2 2022 and has held it in 11 quarters since. The position peaked at $118K in Q3 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Bartlett & Co Wealth Management held 988 shares of iShares 3-7 Year Treasury Bond ETF worth $117K as of Q1 2026.
Bartlett & Co Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #542 holding.
Bartlett & Co Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $118K in Q3 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.