CWP
IEI icon

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

Core 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 		$1.1M Buy
9,402
+194
+2% +$22.8K 0.47% 56
2026
Q1 		$1.09M Sell
9,208
-512
-5% -$61.1K 0.51% 50
2025
Q4 		$1.16M Buy
9,720
+4,403
+83% +$527K 0.52% 48
2025
Q3 		$635K Sell
5,317
-2,878
-35% -$342K 0.29% 72
2025
Q2 		$976K Buy
8,195
+2,722
+50% +$321K 0.5% 52
2025
Q1 		$647K Buy
5,473
+673
+14% +$78.4K 0.38% 67
2024
Q4 		$555K Buy
4,800
+2,409
+101% +$281K 0.32% 69
2024
Q3 		$286K Buy
2,391
+588
+33% +$69.5K 0.17% 119
2024
Q2 		$208K Sell
1,803
-10
-0.6% -$1.15K 0.14% 139
2024
Q1 		$210K Buy
+1,813
New +$210K 0.16% 130
2023
Q3 		– Sell
-2,119
Closed -$244K – 111
2023
Q2 		$244K Buy
+2,119
New +$248K 0.23% 85

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

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

Core Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.1% in Q2 2026, buying an estimated $22.8K and bringing the position to 9,402 shares worth $1.1M. The position accounts for 0.47% of the portfolio, ranked #56.

Core Wealth Partners first reported a position in IEI in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Core Wealth Partners held 9,402 shares of iShares 3-7 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
  • Core Wealth Partners bought 194 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.47% of Core Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Core Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Core Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.16M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.