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

ETF Portfolio 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 		$17.6M Buy
150,016
+12,451
+9% +$1.47M 4.19% 9
2026
Q1 		$16.3M Buy
137,565
+3,143
+2% +$375K 4.29% 9
2025
Q4 		$16M Buy
134,422
+2,129
+2% +$255K 4.14% 9
2025
Q3 		$15.8M Buy
132,293
+4,756
+4% +$566K 4.21% 9
2025
Q2 		$15.2M Buy
127,537
+6,266
+5% +$739K 4.21% 8
2025
Q1 		$14.3M Buy
+121,271
New +$14.1M 4.31% 8

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ETF Portfolio Partners's IEI Position: Q2 2026 in Review

ETF Portfolio Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.1% in Q2 2026, buying an estimated $1.47M and bringing the position to 150,016 shares worth $17.6M. The position accounts for 4.19% of the portfolio, ranked #9.

ETF Portfolio Partners first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • ETF Portfolio Partners held 150,016 shares of iShares 3-7 Year Treasury Bond ETF worth $17.6M as of Q2 2026.
  • ETF Portfolio Partners bought 12,451 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.47M.
  • iShares 3-7 Year Treasury Bond ETF made up 4.19% of ETF Portfolio Partners's portfolio in Q2 2026, its #9 holding.
  • ETF Portfolio Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.