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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
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% -$9.52K 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 +$49.5K 0.03% 175

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Pacifica Partners's IEI Position: Q2 2026 in Review

Pacifica Partners held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 200 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #238.

Pacifica Partners first reported a position in IEI in Q4 2021 and has held it in 19 quarters since. The position peaked at $49K in Q4 2021. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Pacifica Partners held 200 shares of iShares 3-7 Year Treasury Bond ETF worth $23.4K as of Q2 2026.
  • Pacifica Partners left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #238 holding.
  • Pacifica Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Pacifica Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $49K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.