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Blueprint Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Blueprint Investment Partners’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 		$41.4M Sell
349,025
-81,810
-19% -$9.76M 4.22% 5
2025
Q4 		$51.4M Buy
430,835
+256,185
+147% +$30.7M 5.5% 4
2025
Q3 		$20.9M Buy
174,650
+18,925
+12% +$2.25M 2.93% 6
2025
Q2 		$18.5M Buy
155,725
+94,278
+153% +$11.1M 3.29% 6
2025
Q1 		$7.26M Buy
61,447
+37,142
+153% +$4.33M 1.33% 20
2024
Q4 		$2.81M Sell
24,305
-866
-3% -$101K 0.45% 42
2024
Q3 		$3.01M Buy
25,171
+10,363
+70% +$1.22M 0.55% 35
2024
Q2 		$1.71M Sell
14,808
-2,734
-16% -$313K 0.37% 44
2024
Q1 		$2.03M Sell
17,542
-1,829
-9% -$212K 0.4% 40
2023
Q4 		$2.27M Buy
19,371
+8,634
+80% +$985K 0.62% 29
2023
Q3 		$1.21M Buy
10,737
+5,649
+111% +$646K 0.39% 43
2023
Q2 		$586K Sell
5,088
-33,839
-87% -$3.96M 0.21% 74
2023
Q1 		$4.58M Buy
38,927
+32,366
+493% +$3.76M 1.05% 27
2022
Q4 		$754K Sell
6,561
-109
-2% -$12.5K 0.16% 95
2022
Q3 		$762K Buy
+6,670
New +$789K 0.21% 69
2022
Q2 		– Sell
-3,581
Closed -$437K – 186
2022
Q1 		$437K Sell
3,581
-217
-6% -$27.2K 0.11% 105
2021
Q4 		$489K Buy
+3,798
New +$490K 0.12% 128

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

Blueprint Investment Partners's IEI Position: Q1 2026 in Review

Blueprint Investment Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q1 2026, selling an estimated $9.76M and leaving 349,025 shares worth $41.4M. The position accounts for 4.22% of the portfolio, ranked #5.

Blueprint Investment Partners first reported a position in IEI in Q4 2021 and has held it in 17 quarters since. The position peaked at $51.4M in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Blueprint Investment Partners held 349,025 shares of iShares 3-7 Year Treasury Bond ETF worth $41.4M as of Q1 2026.
  • Blueprint Investment Partners sold 81,810 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.76M.
  • iShares 3-7 Year Treasury Bond ETF made up 4.22% of Blueprint Investment Partners's portfolio in Q1 2026, its #5 holding.
  • Blueprint Investment Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Blueprint Investment Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $51.4M in Q4 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.