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Focus Partners Advisor Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Focus Partners Advisor Solutions’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 		$11.2M Buy
94,670
+92,863
+5,139% +$11.1M 0.11% 91
2025
Q4 		$216K Sell
1,807
-97,674
-98% -$11.7M ﹤0.01% 1002
2025
Q3 		$11.9M Sell
99,481
-969
-1% -$115K 0.13% 89
2025
Q2 		$12M Sell
100,450
-101
-0.1% -$11.9K 0.16% 76
2025
Q1 		$11.9M Sell
100,551
-688
-0.7% -$80.1K 0.18% 72
2024
Q4 		$11.7M Buy
101,239
+3,889
+4% +$454K 0.2% 68
2024
Q3 		$11.6M Buy
+97,350
New +$11.5M 0.25% 54
2024
Q2 		– Sell
-3,195
Closed -$370K – 656
2024
Q1 		$370K Sell
3,195
-93,232
-97% -$10.8M 0.01% 415
2023
Q4 		$11.3M Buy
96,427
+13,848
+17% +$1.58M 0.54% 28
2023
Q3 		$9.34M Sell
82,579
-5,135
-6% -$587K 0.45% 29
2023
Q2 		$10.1M Buy
87,714
+6,282
+8% +$736K 0.56% 26
2023
Q1 		$9.58M Sell
81,432
-14,062
-15% -$1.63M 0.62% 25
2022
Q4 		$11M Sell
95,494
-42,653
-31% -$4.89M 0.85% 19
2022
Q3 		$15.8M Sell
138,147
-7,208
-5% -$853K 0.93% 19
2022
Q2 		$17.3M Buy
145,355
+86,001
+145% +$10.3M 1.46% 14
2022
Q1 		$7.25M Buy
+59,354
New +$7.45M 0.72% 19

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Advisor Solutions's IEI Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5,139% in Q1 2026, buying an estimated $11.1M and bringing the position to 94,670 shares worth $11.2M. The position accounts for 0.11% of the portfolio, ranked #91.

Focus Partners Advisor Solutions first reported a position in IEI in Q1 2022 and has held it in 16 quarters since. The position peaked at $17.3M in Q2 2022. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Focus Partners Advisor Solutions held 94,670 shares of iShares 3-7 Year Treasury Bond ETF worth $11.2M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 92,863 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.1M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.11% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #91 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Focus Partners Advisor Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $17.3M in Q2 2022.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.