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

ORG 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
2025
Q4 		$958K Buy
8,025
+31
+0.4% +$3.71K 0.17% 126
2025
Q3 		$955K Buy
7,994
+71
+0.9% +$8.45K 0.17% 124
2025
Q2 		$942K Buy
7,923
+543
+7% +$64.1K 0.2% 106
2025
Q1 		$871K Sell
7,380
-102
-1% -$11.9K 0.21% 87
2024
Q4 		$864K Buy
7,482
+49
+0.7% +$5.72K 0.12% 126
2024
Q3 		$889K Buy
7,433
+7,412
+35,295% +$876K 0.14% 116
2024
Q2 		$2.41K Buy
+21
New +$2.41K ﹤0.01% 1486
2023
Q4 		– Sell
-192
Closed -$21.7K – 1240
2023
Q3 		$21.7K Sell
192
-3,996
-95% -$457K 0.01% 673
2023
Q2 		$482K Buy
+4,188
New +$490K 0.08% 221

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

ORG Partners's IEI Position: Q4 2025 in Review

ORG Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.39% in Q4 2025, buying an estimated $3.71K and bringing the position to 8,025 shares worth $958K. The position accounts for 0.17% of the portfolio, ranked #126.

ORG Partners first reported a position in IEI in Q2 2023 and has held it in 9 quarters since. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • ORG Partners held 8,025 shares of iShares 3-7 Year Treasury Bond ETF worth $958K as of Q4 2025.
  • ORG Partners bought 31 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $3.71K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.17% of ORG Partners's portfolio in Q4 2025, its #126 holding.
  • ORG Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.