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Larch Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Larch Capital 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 		$5.23M Sell
44,523
-3,366
-7% -$396K 0.75% 20
2026
Q1 		$5.68M Buy
+47,889
New +$5.71M 0.82% 14

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

Larch Capital Partners's IEI Position: Q2 2026 in Review

Larch Capital Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7% in Q2 2026, selling an estimated $396K and leaving 44,523 shares worth $5.23M. The position accounts for 0.75% of the portfolio, ranked #20.

Larch Capital Partners first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.68M in Q1 2026. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Larch Capital Partners held 44,523 shares of iShares 3-7 Year Treasury Bond ETF worth $5.23M as of Q2 2026.
  • Larch Capital Partners sold 3,366 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $396K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.75% of Larch Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Larch Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Larch Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $5.68M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Larch Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.