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

Martin 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 		$1.1M Sell
9,331
-359
-4% -$42.3K 0.4% 42
2026
Q1 		$1.15M Buy
9,690
+55
+0.6% +$6.56K 0.43% 40
2025
Q4 		$1.15M Sell
9,635
-295
-3% -$35.3K 0.43% 42
2025
Q3 		$1.19M Sell
9,930
-860
-8% -$102K 0.46% 40
2025
Q2 		$1.28M Buy
10,790
+4,752
+79% +$561K 0.5% 43
2025
Q1 		$713K Sell
6,038
-165
-3% -$19.2K 0.85% 43
2024
Q4 		$717K Sell
6,203
-2,959
-32% -$345K 0.85% 42
2024
Q3 		$1.1M Sell
9,162
-1,582
-15% -$187K 0.54% 44
2024
Q2 		$1.24M Buy
10,744
+115
+1% +$13.2K 0.5% 42
2024
Q1 		$1.23M Sell
10,629
-73
-0.7% -$8.47K 0.47% 42
2023
Q4 		$1.25M Sell
10,702
-1,513
-12% -$173K 0.51% 42
2023
Q3 		$1.38M Buy
12,215
+353
+3% +$40.4K 0.58% 43
2023
Q2 		$1.37M Sell
11,862
-1,783
-13% -$209K 0.56% 43
2023
Q1 		$1.6M Sell
13,645
-337
-2% -$39.2K 0.67% 40
2022
Q4 		$1.61M Sell
13,982
-1,735
-11% -$199K 0.66% 41
2022
Q3 		$1.8M Buy
15,717
+2,209
+16% +$261K 0.83% 43
2022
Q2 		$1.61M Sell
13,508
-95
-0.7% -$11.4K 0.76% 42
2022
Q1 		$1.66M Sell
13,603
-85
-0.6% -$10.7K 0.76% 40
2021
Q4 		$1.76M Sell
13,688
-73
-0.5% -$9.43K 0.83% 40
2021
Q3 		$1.79M Sell
13,761
-149
-1% -$19.5K 0.9% 40
2021
Q2 		$1.82M Buy
13,910
+651
+5% +$85K 0.92% 40
2021
Q1 		$1.72M Buy
13,259
+793
+6% +$104K 0.91% 41
2020
Q4 		$1.66M Buy
12,466
+1,533
+14% +$204K 0.97% 40
2020
Q3 		$1.46M Buy
10,933
+131
+1% +$17.5K 0.98% 39
2020
Q2 		$1.44M Buy
10,802
+630
+6% +$84K 1.02% 37
2020
Q1 		$1.36M Buy
10,172
+576
+6% +$74.2K 1.03% 39
2019
Q4 		$1.21M Sell
9,596
-59
-0.6% -$7.45K 0.71% 43
2019
Q3 		$1.22M Buy
9,655
+118
+1% +$14.9K 0.82% 42
2019
Q2 		$1.2M Buy
+9,537
New +$1.18M 0.85% 41

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Martin Capital Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.7% in Q2 2026, selling an estimated $42.3K and leaving 9,331 shares worth $1.1M. The position accounts for 0.4% of the portfolio, ranked #42.

Martin Capital Partners first reported a position in IEI in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.82M in Q2 2021. 226 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Martin Capital Partners held 9,331 shares of iShares 3-7 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
  • Martin Capital Partners sold 359 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.4% of Martin Capital Partners's portfolio in Q2 2026, its #42 holding.
  • Martin Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Martin Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.82M in Q2 2021.
  • 226 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Martin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.