Focus Partners Wealth
IEI icon

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

Focus Partners Wealth’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 		$114M Buy
963,830
+24,436
+3% +$2.91M 0.13% 167
2025
Q4 		$112M Buy
939,394
+144,183
+18% +$17.3M 0.13% 164
2025
Q3 		$95M Buy
795,211
+45,228
+6% +$5.38M 0.15% 137
2025
Q2 		$89.3M Buy
749,983
+10,777
+1% +$1.27M 0.19% 114
2025
Q1 		$87.3M Buy
739,206
+67,511
+10% +$7.86M 0.22% 98
2024
Q4 		$77.6M Buy
671,695
+23,471
+4% +$2.74M 0.2% 106
2024
Q3 		$77.5M Buy
648,224
+285,268
+79% +$33.7M 0.25% 86
2024
Q2 		$41.9M Buy
+362,956
New +$41.6M 0.14% 150

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 Wealth's IEI Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.6% in Q1 2026, buying an estimated $2.91M and bringing the position to 963,830 shares worth $114M. The position accounts for 0.13% of the portfolio, ranked #167.

Focus Partners Wealth first reported a position in IEI in Q2 2024 and has held it in 8 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Focus Partners Wealth held 963,830 shares of iShares 3-7 Year Treasury Bond ETF worth $114M as of Q1 2026.
  • Focus Partners Wealth bought 24,436 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.91M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of Focus Partners Wealth's portfolio in Q1 2026, its #167 holding.
  • Focus Partners Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.