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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cyndeo Wealth Partners's IEI Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q1 2026, buying an estimated $140K and bringing the position to 26,952 shares worth $3.2M. The position accounts for 0.17% of the portfolio, ranked #134.

Cyndeo Wealth Partners first reported a position in IEI in Q4 2022 and has held it in 7 quarters since. The position peaked at $9.15M in Q4 2022. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Cyndeo Wealth Partners held 26,952 shares of iShares 3-7 Year Treasury Bond ETF worth $3.2M as of Q1 2026.
Cyndeo Wealth Partners bought 1,177 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $140K.
iShares 3-7 Year Treasury Bond ETF made up 0.17% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #134 holding.
Cyndeo Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 7 quarters since.
Cyndeo Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $9.15M in Q4 2022.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.