Evelyn Partners Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Evelyn Partners Asset Management’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	$191K	Hold	1,610	–	–	0.05%	109
2025 Q4	$192K	Buy	1,610 +183	+13%	+$21.9K	0.05%	106
2025 Q3	$171K	Hold	1,427	–	–	0.04%	107
2025 Q2	$170K	Hold	1,427	–	–	0.04%	101
2025 Q1	$169K	Sell	1,427 -852	-37%	-$99.2K	0.05%	101
2024 Q4	$263K	Buy	+2,279	New	+$266K	0.07%	90

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners Asset Management's IEI Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 1,610 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #109.

Evelyn Partners Asset Management first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $263K in Q4 2024. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Evelyn Partners Asset Management held 1,610 shares of iShares 3-7 Year Treasury Bond ETF worth $191K as of Q1 2026.
Evelyn Partners Asset Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #109 holding.
Evelyn Partners Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $263K in Q4 2024.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.