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

NorthRock 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	$257K	Buy	2,186 +38	+2%	+$4.47K	﹤0.01%	586
2026 Q1	$255K	Buy	2,148 +134	+7%	+$16K	﹤0.01%	571
2025 Q4	$240K	Buy	+2,014	New	+$241K	﹤0.01%	521
2025 Q3	–	Sell	-2,082	Closed	-$248K	–	890
2025 Q2	$248K	Sell	2,082 -363	-15%	-$42.8K	0.01%	585
2025 Q1	$289K	Sell	2,445 -3,135	-56%	-$365K	0.01%	477
2024 Q4	$645K	Sell	5,580 -1,150	-17%	-$134K	0.02%	289
2024 Q3	$805K	Buy	6,730 +54	+0.8%	+$6.38K	0.03%	254
2024 Q2	$771K	Sell	6,676 -9,830	-60%	-$1.13M	0.03%	236
2024 Q1	$1.91M	Buy	16,506 +1,559	+10%	+$181K	0.07%	125
2023 Q4	$1.75M	Buy	14,947 +5,109	+52%	+$583K	0.07%	132
2023 Q3	$1.11M	Buy	+9,838	New	+$1.12M	0.12%	91

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners's IEI Position: Q2 2026 in Review

NorthRock Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.8% in Q2 2026, buying an estimated $4.47K and bringing the position to 2,186 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

NorthRock Partners first reported a position in IEI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2024. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

NorthRock Partners held 2,186 shares of iShares 3-7 Year Treasury Bond ETF worth $257K as of Q2 2026.
NorthRock Partners bought 38 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.47K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #586 holding.
NorthRock Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
NorthRock Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.91M in Q1 2024.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.