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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bingham Private Wealth's IEI Position: Q1 2026 in Review

Bingham Private Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q1 2026, buying an estimated $184K and bringing the position to 17,030 shares worth $2.02M. The position accounts for 1.6% of the portfolio, ranked #12.

Bingham Private Wealth first reported a position in IEI in Q4 2024 and has held it in 5 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Bingham Private Wealth held 17,030 shares of iShares 3-7 Year Treasury Bond ETF worth $2.02M as of Q1 2026.
  • Bingham Private Wealth bought 1,546 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $184K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.6% of Bingham Private Wealth's portfolio in Q1 2026, its #12 holding.
  • Bingham Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.