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

Daymark 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	$4.74M	Buy	40,339 +28,689	+246%	+$3.38M	0.12%	144
2026 Q1	$1.38M	Sell	11,650 -226	-2%	-$27K	0.04%	253
2025 Q4	$1.42M	Sell	11,876 -336	-3%	-$40.2K	0.05%	237
2025 Q3	$1.46M	Buy	12,212 +2,961	+32%	+$352K	0.05%	230
2025 Q2	$1.1M	Sell	9,251 -1,502	-14%	-$177K	0.04%	248
2025 Q1	$1.27M	Sell	10,753 -25,237	-70%	-$2.94M	0.05%	212
2024 Q4	$4.16M	Buy	35,990 +2,627	+8%	+$307K	0.18%	104
2024 Q3	$3.99M	Buy	33,363 +972	+3%	+$115K	0.17%	112
2024 Q2	$3.74M	Buy	32,391 +8,611	+36%	+$987K	0.17%	109
2024 Q1	$2.75M	Sell	23,780 -123	-0.5%	-$14.3K	0.15%	111
2023 Q4	$2.8M	Buy	23,903 +15,856	+197%	+$1.81M	0.17%	101
2023 Q3	$911K	Buy	8,047 +4,966	+161%	+$568K	0.06%	178
2023 Q2	$355K	Buy	+3,081	New	+$361K	0.03%	278

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

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

Daymark Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 246% in Q2 2026, buying an estimated $3.38M and bringing the position to 40,339 shares worth $4.74M. The position accounts for 0.12% of the portfolio, ranked #144.

Daymark Wealth Partners first reported a position in IEI in Q2 2023 and has held it in 13 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Daymark Wealth Partners held 40,339 shares of iShares 3-7 Year Treasury Bond ETF worth $4.74M as of Q2 2026.
Daymark Wealth Partners bought 28,689 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.38M.
iShares 3-7 Year Treasury Bond ETF made up 0.12% of Daymark Wealth Partners's portfolio in Q2 2026, its #144 holding.
Daymark Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.