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

McDonald 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 		$8.69K Buy
+74
New +$8.71K ﹤0.01% 492

Other funds holding IEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McDonald Partners's IEI Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 74 shares worth $8.69K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

320 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • McDonald Partners held 74 shares of iShares 3-7 Year Treasury Bond ETF worth $8.69K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new McDonald Partners position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #492 holding.
  • 320 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.