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Brighton Jones LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Brighton Jones LLC’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 		$221K Buy
+1,883
New +$222K ﹤0.01% 1203
2025
Q2 		– Sell
-2,059
Closed -$243K – 939
2025
Q1 		$243K Sell
2,059
-186
-8% -$21.7K 0.01% 599
2024
Q4 		$259K Buy
2,245
+64
+3% +$7.47K 0.01% 567
2024
Q3 		$261K Sell
2,181
-4,682
-68% -$553K 0.01% 460
2024
Q2 		$793K Sell
6,863
-131
-2% -$15K 0.03% 263
2024
Q1 		$810K Buy
6,994
+1,925
+38% +$223K 0.03% 260
2023
Q4 		$594K Buy
5,069
+172
+4% +$19.6K 0.03% 292
2023
Q3 		$554K Buy
4,897
+2
+0% +$229 0.03% 266
2023
Q2 		$564K Buy
4,895
+264
+6% +$30.9K 0.03% 277
2023
Q1 		$545K Buy
+4,631
New +$538K 0.03% 269

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brighton Jones LLC's IEI Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,883 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IEI as recently as Q1 2025.

Brighton Jones LLC first reported a position in IEI in Q1 2023 and has held it in 10 quarters since. The position peaked at $810K in Q1 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Brighton Jones LLC held 1,883 shares of iShares 3-7 Year Treasury Bond ETF worth $221K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Brighton Jones LLC position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1203 holding.
  • Brighton Jones LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 10 quarters since.
  • Brighton Jones LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $810K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.