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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthRock Partners's IEI Position: Q1 2026 in Review

NorthRock Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.7% in Q1 2026, buying an estimated $16K and bringing the position to 2,148 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

NorthRock Partners first reported a position in IEI in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q1 2024. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • NorthRock Partners held 2,148 shares of iShares 3-7 Year Treasury Bond ETF worth $255K as of Q1 2026.
  • NorthRock Partners bought 134 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $16K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #571 holding.
  • NorthRock Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • NorthRock Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.91M in Q1 2024.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.