Foster Dykema Cabot & Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Foster Dykema Cabot & 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 Q1	$6.76K	Hold	57	–	–	﹤0.01%	271
2025 Q4	$6.8K	Hold	57	–	–	﹤0.01%	278
2025 Q3	$6.81K	Hold	57	–	–	﹤0.01%	359
2025 Q2	$6.79K	Hold	57	–	–	﹤0.01%	300
2025 Q1	$6.73K	Buy	+57	New	+$6.64K	﹤0.01%	298
2024 Q4	–	Sell	-215	Closed	-$25.7K	–	426
2024 Q3	$25.7K	Buy	+215	New	+$25.4K	﹤0.01%	289

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster Dykema Cabot & Partners's IEI Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 57 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Foster Dykema Cabot & Partners first reported a position in IEI in Q3 2024 and has held it in 6 quarters since. The position peaked at $25.7K in Q3 2024. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Foster Dykema Cabot & Partners held 57 shares of iShares 3-7 Year Treasury Bond ETF worth $6.76K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #271 holding.
Foster Dykema Cabot & Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Foster Dykema Cabot & Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $25.7K in Q3 2024.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.