BayBridge Capital Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BayBridge Capital Group’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	$3.63M	Buy	30,945 +15,111	+95%	+$1.78M	1.89%	11
2026 Q1	$1.89M	Hold	15,834	–	–	1.17%	21
2025 Q4	$1.89M	Buy	15,834 +6,589	+71%	+$789K	1.17%	21
2025 Q3	$1.1M	Buy	+9,245	New	+$1.1M	0.7%	44

Other funds holding IEI

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BayBridge Capital Group's IEI Position: Q2 2026 in Review

BayBridge Capital Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 95% in Q2 2026, buying an estimated $1.78M and bringing the position to 30,945 shares worth $3.63M. The position accounts for 1.89% of the portfolio, ranked #11.

BayBridge Capital Group first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

BayBridge Capital Group held 30,945 shares of iShares 3-7 Year Treasury Bond ETF worth $3.63M as of Q2 2026.
BayBridge Capital Group bought 15,111 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.78M.
iShares 3-7 Year Treasury Bond ETF made up 1.89% of BayBridge Capital Group's portfolio in Q2 2026, its #11 holding.
BayBridge Capital Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.