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Legacy Wealth Partners (Colorado)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Legacy Wealth Partners (Colorado)’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 		– Sell
-1,720
Closed -$205K – 182
2025
Q4 		$205K Buy
+1,720
New +$206K 0.05% 170

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Legacy Wealth Partners (Colorado)'s IEI Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 1,720 shares — an estimated $205K sold.

Legacy Wealth Partners (Colorado) first reported a position in IEI in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 1,720 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $205K.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Partners (Colorado)'s iShares 3-7 Year Treasury Bond ETF position peaked at $205K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.