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 Q2	$108M	Sell	922,315 -41,515	-4%	-$4.89M	0.11%	178
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 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

Focus Partners Wealth's IEI Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.3% in Q2 2026, selling an estimated $4.89M and leaving 922,315 shares worth $108M. The position accounts for 0.11% of the portfolio, ranked #178.

Focus Partners Wealth first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $114M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Focus Partners Wealth held 922,315 shares of iShares 3-7 Year Treasury Bond ETF worth $108M as of Q2 2026.
Focus Partners Wealth sold 41,515 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.89M.
iShares 3-7 Year Treasury Bond ETF made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #178 holding.
Focus Partners Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $114M in Q1 2026.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.