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Chesley Taft & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Chesley Taft & Associates’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 		$2.8M Buy
23,832
+1,100
+5% +$130K 0.11% 135
2026
Q1 		$2.7M Buy
22,732
+329
+1% +$39.2K 0.11% 133
2025
Q4 		$2.67M Buy
22,403
+1,675
+8% +$200K 0.11% 132
2025
Q3 		$2.48M Buy
20,728
+1,335
+7% +$159K 0.11% 136
2025
Q2 		$2.31M Buy
19,393
+1,373
+8% +$162K 0.1% 136
2025
Q1 		$2.13M Buy
18,020
+678
+4% +$79K 0.1% 138
2024
Q4 		$2M Sell
17,342
-3,765
-18% -$439K 0.09% 144
2024
Q3 		$2.52M Buy
21,107
+6,865
+48% +$811K 0.12% 124
2024
Q2 		$1.64M Buy
+14,242
New +$1.63M 0.08% 149

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
CF
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Chesley Taft & Associates's IEI Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.8% in Q2 2026, buying an estimated $130K and bringing the position to 23,832 shares worth $2.8M. The position accounts for 0.11% of the portfolio, ranked #135.

Chesley Taft & Associates first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. 234 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Chesley Taft & Associates held 23,832 shares of iShares 3-7 Year Treasury Bond ETF worth $2.8M as of Q2 2026.
  • Chesley Taft & Associates bought 1,100 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.11% of Chesley Taft & Associates's portfolio in Q2 2026, its #135 holding.
  • Chesley Taft & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.