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

Highline Wealth 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 		$58.7K Sell
500
-1
-0.2% -$118 0.01% 211
2026
Q1 		$59.4K Hold
501
– – 0.02% 157
2025
Q4 		$59.8K Hold
501
– – 0.02% 125
2025
Q3 		$59.9K Buy
+501
New +$59.6K 0.02% 151

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

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

Highline Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.2% in Q2 2026, selling an estimated $118 and leaving 500 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #211.

Highline Wealth Partners first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $59.9K in Q3 2025. 177 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Highline Wealth Partners held 500 shares of iShares 3-7 Year Treasury Bond ETF worth $58.7K as of Q2 2026.
  • Highline Wealth Partners sold 1 iShares 3-7 Year Treasury Bond ETF share in Q2 2026, an estimated $118.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Highline Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $59.9K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.