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 Q2	$6.7K	Hold	57	–	–	﹤0.01%	271
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 $1.81T 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

Foster Dykema Cabot & Partners's IEI Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 57 shares worth $6.7K. 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 7 quarters since. The position peaked at $25.7K in Q3 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Foster Dykema Cabot & Partners held 57 shares of iShares 3-7 Year Treasury Bond ETF worth $6.7K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 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 7 quarters since.
Foster Dykema Cabot & Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $25.7K in Q3 2024.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.