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Great Diamond Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Great Diamond 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 		$7.11M Buy
60,578
+2,817
+5% +$332K 1.22% 23
2026
Q1 		$6.85M Buy
57,761
+7,279
+14% +$868K 1.32% 17
2025
Q4 		$6.03M Buy
50,482
+671
+1% +$80.3K 1.16% 18
2025
Q3 		$5.95M Buy
49,811
+2,687
+6% +$320K 1.15% 18
2025
Q2 		$5.61M Sell
47,124
-149
-0.3% -$17.6K 1.19% 18
2025
Q1 		$5.58M Buy
47,273
+4,894
+12% +$570K 1.53% 12
2024
Q4 		$4.9M Sell
42,379
-2,863
-6% -$334K 1.27% 19
2024
Q3 		$5.41M Sell
45,242
-770
-2% -$91K 1.37% 17
2024
Q2 		$5.31M Sell
46,012
-1,133
-2% -$130K 1.25% 19
2024
Q1 		$5.46M Buy
47,145
+225
+0.5% +$26.1K 1.25% 17
2023
Q4 		$5.5M Sell
46,920
-1,308
-3% -$149K 1.35% 15
2023
Q3 		$5.46M Buy
48,228
+2,537
+6% +$290K 1.48% 15
2023
Q2 		$5.27M Sell
45,691
-536
-1% -$62.8K 1.39% 14
2023
Q1 		$5.44M Buy
46,227
+979
+2% +$114K 1.58% 12
2022
Q4 		$5.2M Sell
45,248
-3,549
-7% -$407K 1.6% 12
2022
Q3 		$5.58M Sell
48,797
-783
-2% -$92.7K 1.91% 6
2022
Q2 		$5.92M Buy
49,580
+460
+0.9% +$55K 1.97% 6
2022
Q1 		$6M Buy
49,120
+1,278
+3% +$160K 1.67% 9
2021
Q4 		$6.16M Buy
47,842
+6,199
+15% +$800K 1.58% 12
2021
Q3 		$5.42M Buy
41,643
+2,255
+6% +$296K 1.49% 10
2021
Q2 		$5.14M Buy
39,388
+5,468
+16% +$714K 1.45% 9
2021
Q1 		$4.41M Buy
33,920
+5,507
+19% +$724K 1.36% 12
2020
Q4 		$3.78M Buy
28,413
+4,739
+20% +$630K 1.2% 18
2020
Q3 		$3.16M Buy
23,674
+1,268
+6% +$169K 1.16% 20
2020
Q2 		$3M Buy
22,406
+897
+4% +$120K 1.24% 18
2020
Q1 		$2.87M Sell
21,509
-9,838
-31% -$1.27M 1.48% 12
2019
Q4 		$3.94M Buy
+31,347
New +$3.96M 1.5% 11

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Great Diamond Partners's IEI Position: Q2 2026 in Review

Great Diamond Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.9% in Q2 2026, buying an estimated $332K and bringing the position to 60,578 shares worth $7.11M. The position accounts for 1.22% of the portfolio, ranked #23.

Great Diamond Partners first reported a position in IEI in Q4 2019 and has held it in 27 quarters since. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Great Diamond Partners held 60,578 shares of iShares 3-7 Year Treasury Bond ETF worth $7.11M as of Q2 2026.
  • Great Diamond Partners bought 2,817 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $332K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.22% of Great Diamond Partners's portfolio in Q2 2026, its #23 holding.
  • Great Diamond Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.