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

Pacifica 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 Q3	–	Sell	-200	Closed	-$23.4K	–	413
2026 Q2	$23.4K	Hold	200	–	–	0.01%	238
2026 Q1	$23.7K	Hold	200	–	–	0.01%	244
2025 Q4	$23.9K	Hold	200	–	–	0.01%	234
2025 Q3	$23.9K	Hold	200	–	–	0.01%	258
2025 Q2	$23.8K	Hold	200	–	–	0.01%	262
2025 Q1	$23.8K	Hold	200	–	–	0.01%	253
2024 Q4	$23.1K	Hold	200	–	–	0.01%	266
2024 Q3	$23.9K	Hold	200	–	–	0.01%	284
2024 Q2	$23.1K	Sell	200 -100	-33%	-$11.5K	0.01%	287
2024 Q1	$34.7K	Hold	300	–	–	0.02%	244
2023 Q4	$34.7K	Hold	300	–	–	0.02%	241
2023 Q3	$33.8K	Hold	300	–	–	0.02%	224
2023 Q2	$34.3K	Hold	300	–	–	0.02%	198
2023 Q1	$35.4K	Hold	300	–	–	0.02%	203
2022 Q4	$34.5K	Sell	300 -83	-22%	-$9.5K	0.02%	186
2022 Q3	$43K	Hold	383	–	–	0.03%	174
2022 Q2	$46K	Hold	383	–	–	0.03%	178
2022 Q1	$48K	Hold	383	–	–	0.03%	173
2021 Q4	$49K	Buy	+383	New	+$49.4K	0.03%	175

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Pacifica Partners's IEI Position: Q3 2026 in Review

Pacifica Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 200 shares — an estimated $23.4K sold.

Pacifica Partners first reported a position in IEI in Q4 2021 and held it in 19 quarters. The position peaked at $49K in Q4 2021. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Pacifica Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Pacifica Partners sold 200 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $23.4K.
Pacifica Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 19 quarters.
Pacifica Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $49K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.