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

Cyndeo 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	$3.54M	Buy	30,169 +3,217	+12%	+$379K	0.17%	137
2026 Q1	$3.2M	Buy	26,952 +1,177	+5%	+$140K	0.17%	134
2025 Q4	$3.08M	Buy	25,775 +156	+0.6%	+$18.7K	0.17%	131
2025 Q3	$3.06M	Buy	25,619 +1,367	+6%	+$163K	0.17%	136
2025 Q2	$2.89M	Buy	24,252 +11,529	+91%	+$1.36M	0.17%	137
2025 Q1	$1.5M	Buy	+12,723	New	+$1.48M	0.1%	183
2023 Q2	–	Sell	-3,238	Closed	-$381K	–	337
2023 Q1	$381K	Sell	3,238 -76,384	-96%	-$8.88M	0.04%	240
2022 Q4	$9.15M	Buy	+79,622	New	+$9.13M	1.07%	16

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

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

Cyndeo Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, buying an estimated $379K and bringing the position to 30,169 shares worth $3.54M. The position accounts for 0.17% of the portfolio, ranked #137.

Cyndeo Wealth Partners first reported a position in IEI in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.15M in Q4 2022. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cyndeo Wealth Partners held 30,169 shares of iShares 3-7 Year Treasury Bond ETF worth $3.54M as of Q2 2026.
Cyndeo Wealth Partners bought 3,217 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $379K.
iShares 3-7 Year Treasury Bond ETF made up 0.17% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #137 holding.
Cyndeo Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Cyndeo Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $9.15M in Q4 2022.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.