Bingham Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bingham Private Wealth’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	$2.32M	Buy	19,789 +2,759	+16%	+$325K	1.6%	11
2026 Q1	$2.02M	Buy	17,030 +1,546	+10%	+$184K	1.6%	12
2025 Q4	$1.85M	Buy	+15,484	New	+$1.85M	1.6%	11
2025 Q2	$1.55M	Buy	13,030 +649	+5%	+$76.6K	1.48%	14
2025 Q1	$1.46M	Sell	12,381 -40	-0.3%	-$4.66K	1.51%	14
2024 Q4	$1.44M	Buy	+12,421	New	+$1.45M	1.53%	13

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bingham Private Wealth's IEI Position: Q2 2026 in Review

Bingham Private Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, buying an estimated $325K and bringing the position to 19,789 shares worth $2.32M. The position accounts for 1.6% of the portfolio, ranked #11.

Bingham Private Wealth first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Bingham Private Wealth held 19,789 shares of iShares 3-7 Year Treasury Bond ETF worth $2.32M as of Q2 2026.
Bingham Private Wealth bought 2,759 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $325K.
iShares 3-7 Year Treasury Bond ETF made up 1.6% of Bingham Private Wealth's portfolio in Q2 2026, its #11 holding.
Bingham Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.