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

Investment Research 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	$556K	Buy	+4,734	New	+$557K	0.19%	126

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

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

Investment Research Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 4,734 shares worth $556K. The stake represents 0.19% of the portfolio and ranks #126 among its holdings.

659 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Investment Research Partners held 4,734 shares of iShares 3-7 Year Treasury Bond ETF worth $556K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Investment Research Partners position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.19% of Investment Research Partners's portfolio in Q2 2026, its #126 holding.
659 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.