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

Obermeyer Wealth 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 		$507K Sell
4,316
-125
-3% -$14.7K 0.02% 173
2026
Q1 		$527K Buy
4,441
+125
+3% +$14.9K 0.02% 167
2025
Q4 		$515K Sell
4,316
-394
-8% -$47.2K 0.02% 168
2025
Q3 		$563K Buy
4,710
+1,637
+53% +$195K 0.03% 153
2025
Q2 		$366K Buy
+3,073
New +$362K 0.02% 193

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Obermeyer Wealth Partners's IEI Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.8% in Q2 2026, selling an estimated $14.7K and leaving 4,316 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #173.

Obermeyer Wealth Partners first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $563K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Obermeyer Wealth Partners held 4,316 shares of iShares 3-7 Year Treasury Bond ETF worth $507K as of Q2 2026.
  • Obermeyer Wealth Partners sold 125 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.7K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Obermeyer Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Obermeyer Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $563K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.