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HUB Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HUB Investment 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 		$260K Buy
2,215
+496
+29% +$58.4K ﹤0.01% 1072
2026
Q1 		$204K Buy
+1,719
New +$205K ﹤0.01% 990
2025
Q3 		– Sell
-2,476
Closed -$295K – 906
2025
Q2 		$295K Buy
2,476
+506
+26% +$59.7K 0.01% 517
2025
Q1 		$233K Sell
1,970
-279
-12% -$32.5K 0.01% 512
2024
Q4 		$260K Buy
2,249
+228
+11% +$26.6K 0.01% 435
2024
Q3 		$242K Sell
2,021
-246
-11% -$29.1K 0.01% 440
2024
Q2 		$262K Sell
2,267
-21
-0.9% -$2.41K 0.01% 388
2024
Q1 		$265K Buy
2,288
+21
+0.9% +$2.44K 0.01% 383
2023
Q4 		$266K Buy
2,267
+326
+17% +$37.2K 0.02% 340
2023
Q3 		$220K Hold
1,941
– – 0.03% 232
2023
Q2 		$224K Sell
1,941
-3
-0.2% -$351 0.04% 227
2023
Q1 		$229K Hold
1,944
– – 0.05% 192
2022
Q4 		$223K Buy
+1,944
New +$223K 0.05% 122

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HUB Investment Partners's IEI Position: Q2 2026 in Review

HUB Investment Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 29% in Q2 2026, buying an estimated $58.4K and bringing the position to 2,215 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

HUB Investment Partners first reported a position in IEI in Q4 2022 and has held it in 13 quarters since. The position peaked at $295K in Q2 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • HUB Investment Partners held 2,215 shares of iShares 3-7 Year Treasury Bond ETF worth $260K as of Q2 2026.
  • HUB Investment Partners bought 496 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $58.4K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1072 holding.
  • HUB Investment Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • HUB Investment Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $295K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.