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

Concord 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	$250K	Sell	2,132 -24,636	-92%	-$2.9M	0.03%	201
2026 Q1	$3.17M	Buy	26,768 +7,897	+42%	+$942K	0.41%	60
2025 Q4	$2.25M	Buy	18,871 +475	+3%	+$56.8K	0.29%	79
2025 Q3	$2.2M	Buy	18,396 +984	+6%	+$117K	0.3%	79
2025 Q2	$2.07M	Sell	17,412 -4,055	-19%	-$478K	0.3%	81
2025 Q1	$2.54M	Buy	21,467 +20,139	+1,516%	+$2.35M	0.42%	62
2024 Q4	$153K	Hold	1,328	–	–	0.03%	211
2024 Q3	$159K	Hold	1,328	–	–	0.03%	221
2024 Q2	$153K	Hold	1,328	–	–	0.03%	216
2024 Q1	$154K	Sell	1,328 -516	-28%	-$59.9K	0.03%	230
2023 Q4	$216K	Sell	1,844 -391	-17%	-$44.6K	0.04%	188
2023 Q3	$253K	Sell	2,235 -66	-3%	-$7.55K	0.05%	173
2023 Q2	$265K	Buy	2,301 +7	+0.3%	+$820	0.06%	164
2023 Q1	$270K	Buy	2,294 +68	+3%	+$7.9K	0.08%	127
2022 Q4	$256K	Buy	+2,226	New	+$255K	0.08%	140
2022 Q3	–	Sell	-128	Closed	-$15K	–	604
2022 Q2	$15K	Buy	128 +22	+21%	+$2.63K	﹤0.01%	607
2022 Q1	$13K	Buy	+106	New	+$13.3K	﹤0.01%	714

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Concord Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 92% in Q2 2026, selling an estimated $2.9M and leaving 2,132 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #201.

Concord Wealth Partners first reported a position in IEI in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.17M in Q1 2026. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Concord Wealth Partners held 2,132 shares of iShares 3-7 Year Treasury Bond ETF worth $250K as of Q2 2026.
Concord Wealth Partners sold 24,636 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.9M.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #201 holding.
Concord Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Concord Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $3.17M in Q1 2026.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.