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

Jaffetilchin 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 Q1	$919K	Sell	7,751 -107	-1%	-$12.8K	0.05%	199
2025 Q4	$938K	Buy	7,858 +485	+7%	+$58K	0.05%	194
2025 Q3	$881K	Buy	7,373 +40	+0.5%	+$4.76K	0.05%	205
2025 Q2	$873K	Buy	7,333 +47	+0.6%	+$5.54K	0.06%	198
2025 Q1	$861K	Buy	7,286 +1,136	+18%	+$132K	0.06%	189
2024 Q4	$711K	Buy	6,150 +1,904	+45%	+$222K	0.05%	193
2024 Q3	$508K	Buy	4,246 +73	+2%	+$8.63K	0.04%	226
2024 Q2	$482K	Buy	4,173 +644	+18%	+$73.8K	0.04%	222
2024 Q1	$409K	Buy	+3,529	New	+$410K	0.04%	242
2020 Q2	–	Sell	-12,366	Closed	-$1.65M	–	218
2020 Q1	$1.65M	Buy	12,366 +593	+5%	+$76.4K	0.58%	26
2019 Q4	$1.48M	Hold	11,773	–	–	0.32%	57
2019 Q3	$1.49M	Buy	11,773 +375	+3%	+$47.4K	0.36%	52
2019 Q2	$1.43M	Buy	11,398 +91	+0.8%	+$11.3K	0.33%	50
2019 Q1	$1.39M	Buy	+11,307	New	+$1.38M	0.31%	46

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's IEI Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.4% in Q1 2026, selling an estimated $12.8K and leaving 7,751 shares worth $919K. The position accounts for 0.05% of the portfolio, ranked #199.

Jaffetilchin Investment Partners first reported a position in IEI in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.65M in Q1 2020. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Jaffetilchin Investment Partners held 7,751 shares of iShares 3-7 Year Treasury Bond ETF worth $919K as of Q1 2026.
Jaffetilchin Investment Partners sold 107 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $12.8K.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #199 holding.
Jaffetilchin Investment Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 14 quarters since.
Jaffetilchin Investment Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.65M in Q1 2020.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.