Kovitz Investment Group Partners
IEI icon

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

Kovitz Investment Group 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 		$45.4M Sell
386,170
-4,244
-1% -$500K 1% 20
2026
Q1 		$46.3M Buy
390,414
+137,253
+54% +$16.4M 1.07% 15
2025
Q4 		$30.2M Sell
253,161
-212,525
-46% -$25.4M 0.67% 34
2025
Q3 		$55.7M Sell
465,686
-116,948
-20% -$13.9M 0.22% 99
2025
Q2 		$69.4M Buy
582,634
+108,795
+23% +$12.8M 0.3% 76
2025
Q1 		$56M Buy
473,839
+110,377
+30% +$12.9M 0.28% 82
2024
Q4 		$42.1M Sell
363,462
-134,284
-27% -$15.7M 0.21% 100
2024
Q3 		$59.6M Buy
497,746
+212,472
+74% +$25.1M 0.42% 57
2024
Q2 		$33M Buy
285,274
+281,232
+6,958% +$32.2M 0.28% 63
2024
Q1 		$468K Buy
+4,042
New +$469K 0.01% 513

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

Kovitz Investment Group Partners's IEI Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, selling an estimated $500K and leaving 386,170 shares worth $45.4M. The position accounts for 1% of the portfolio, ranked #20.

Kovitz Investment Group Partners first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $69.4M in Q2 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Kovitz Investment Group Partners held 386,170 shares of iShares 3-7 Year Treasury Bond ETF worth $45.4M as of Q2 2026.
  • Kovitz Investment Group Partners sold 4,244 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $500K.
  • iShares 3-7 Year Treasury Bond ETF made up 1% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #20 holding.
  • Kovitz Investment Group Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $69.4M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.