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

Edgestream 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	$1.94M	Buy	+16,502	New	+$1.94M	0.06%	531
2026 Q1	–	Sell	-26,167	Closed	-$3.12M	–	977
2025 Q4	$3.12M	Sell	26,167 -5,610	-18%	-$671K	0.09%	414
2025 Q3	$3.8M	Buy	31,777 +28,654	+918%	+$3.41M	0.11%	352
2025 Q2	$372K	Buy	+3,123	New	+$368K	0.01%	763
2024 Q4	–	Sell	-7,885	Closed	-$943K	–	959
2024 Q3	$943K	Buy	+7,885	New	+$932K	0.04%	581
2024 Q1	–	Sell	-10,909	Closed	-$1.28M	–	907
2023 Q4	$1.28M	Buy	+10,909	New	+$1.24M	0.09%	371

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

Edgestream Partners's IEI Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 16,502 shares worth $1.94M. The stake represents 0.06% of the portfolio and ranks #531 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IEI as recently as Q4 2025.

Edgestream Partners first reported a position in IEI in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.8M in Q3 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Edgestream Partners held 16,502 shares of iShares 3-7 Year Treasury Bond ETF worth $1.94M as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Edgestream Partners position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #531 holding.
Edgestream Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
Edgestream Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $3.8M in Q3 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.