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

Cerity 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 		$234M Buy
1,968,957
+14,299
+0.7% +$1.71M 0.33% 55
2025
Q4 		$233M Buy
1,954,658
+108,210
+6% +$13M 0.34% 55
2025
Q3 		$221M Buy
1,846,448
+46,932
+3% +$5.58M 0.36% 51
2025
Q2 		$214M Sell
1,799,516
-530,341
-23% -$62.6M 0.38% 47
2025
Q1 		$275M Buy
2,329,857
+120,856
+5% +$14.1M 0.56% 28
2024
Q4 		$255M Buy
2,209,001
+173,041
+8% +$20.2M 0.55% 29
2024
Q3 		$244M Buy
2,035,960
+142,904
+8% +$16.9M 0.54% 30
2024
Q2 		$219M Sell
1,893,056
-578,716
-23% -$66.3M 0.58% 28
2024
Q1 		$286M Buy
2,471,772
+242,337
+11% +$28.1M 0.76% 18
2023
Q4 		$261M Buy
2,229,435
+960,139
+76% +$110M 0.86% 16
2023
Q3 		$144M Sell
1,269,296
-4,640
-0.4% -$531K 0.7% 29
2023
Q2 		$147M Buy
1,273,936
+1,261,780
+10,380% +$148M 0.57% 34
2023
Q1 		$1.43M Buy
12,156
+3,392
+39% +$394K ﹤0.01% 835
2022
Q4 		$1.01M Sell
8,764
-630
-7% -$72.2K 0.01% 685
2022
Q3 		$1.07M Buy
9,394
+206
+2% +$24.4K 0.01% 499
2022
Q2 		$1.1M Buy
9,188
+66
+0.7% +$7.89K 0.01% 526
2022
Q1 		$1.11M Buy
9,122
+571
+7% +$71.6K 0.02% 427
2021
Q4 		$1.1M Buy
8,551
+1,571
+23% +$203K 0.02% 424
2021
Q3 		$909K Buy
6,980
+377
+6% +$49.4K 0.02% 375
2021
Q2 		$862K Buy
6,603
+329
+5% +$42.9K 0.02% 384
2021
Q1 		$815K Sell
6,274
-1,903
-23% -$250K 0.02% 374
2020
Q4 		$1.09M Buy
+8,177
New +$1.09M 0.03% 295

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

Cerity Partners's IEI Position: Q1 2026 in Review

Cerity Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.73% in Q1 2026, buying an estimated $1.71M and bringing the position to 1,968,957 shares worth $234M. The position accounts for 0.33% of the portfolio, ranked #55.

Cerity Partners first reported a position in IEI in Q4 2020 and has held it in 22 quarters since. The position peaked at $286M in Q1 2024. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Cerity Partners held 1,968,957 shares of iShares 3-7 Year Treasury Bond ETF worth $234M as of Q1 2026.
  • Cerity Partners bought 14,299 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.71M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.33% of Cerity Partners's portfolio in Q1 2026, its #55 holding.
  • Cerity Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Cerity Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $286M in Q1 2024.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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