BSW Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BSW Wealth 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 Q2	$895K	Buy	7,620 +1,880	+33%	+$221K	0.1%	118
2026 Q1	$681K	Buy	5,740 +155	+3%	+$18.5K	0.08%	143
2025 Q4	$667K	Buy	5,585 +881	+19%	+$105K	0.08%	146
2025 Q3	$562K	Hold	4,704	–	–	0.07%	159
2025 Q2	$560K	Sell	4,704 -425	-8%	-$50.1K	0.08%	145
2025 Q1	$606K	Sell	5,129 -3,503	-41%	-$408K	0.09%	133
2024 Q4	$997K	Buy	+8,632	New	+$1.01M	0.15%	87
2024 Q3	–	Sell	-1,801	Closed	-$208K	–	319
2024 Q2	$208K	Sell	1,801 -4,820	-73%	-$552K	0.03%	275
2024 Q1	$767K	Sell	6,621 -15,072	-69%	-$1.75M	0.13%	96
2023 Q4	$2.54M	Buy	+21,693	New	+$2.48M	0.5%	33
2023 Q1	–	Sell	-15,933	Closed	-$1.83M	–	325
2022 Q4	$1.83M	Buy	+15,933	New	+$1.83M	0.39%	38

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

BSW Wealth Partners's IEI Position: Q2 2026 in Review

BSW Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 33% in Q2 2026, buying an estimated $221K and bringing the position to 7,620 shares worth $895K. The position accounts for 0.1% of the portfolio, ranked #118.

BSW Wealth Partners first reported a position in IEI in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.54M in Q4 2023. 190 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

BSW Wealth Partners held 7,620 shares of iShares 3-7 Year Treasury Bond ETF worth $895K as of Q2 2026.
BSW Wealth Partners bought 1,880 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $221K.
iShares 3-7 Year Treasury Bond ETF made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #118 holding.
BSW Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
BSW Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $2.54M in Q4 2023.
190 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.