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Partners Capital Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Partners Capital Investment Group’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 		$7.12M Buy
60,622
+14,260
+31% +$1.68M 0.25% 45
2026
Q1 		$5.5M Buy
46,362
+33,565
+262% +$4M 0.21% 52
2025
Q4 		$1.53M Buy
12,797
+153
+1% +$18.3K 0.06% 98
2025
Q3 		$1.51M Buy
12,644
+110
+0.9% +$13.1K 0.06% 97
2025
Q2 		$1.49M Sell
12,534
-12,316
-50% -$1.45M 0.06% 100
2025
Q1 		$2.94M Buy
24,850
+12,492
+101% +$1.45M 0.05% 117
2024
Q4 		$1.43M Sell
12,358
-12,089
-49% -$1.41M 0.04% 100
2024
Q3 		$2.92M Sell
24,447
-11,168
-31% -$1.32M 0.05% 113
2024
Q2 		$4.12M Sell
35,615
-16,056
-31% -$1.84M 0.07% 108
2024
Q1 		$5.98M Sell
51,671
-68,339
-57% -$7.93M 0.16% 69
2023
Q4 		$14.1M Buy
120,010
+1,127
+0.9% +$129K 0.31% 47
2023
Q3 		$13.5M Sell
118,883
-12,310
-9% -$1.41M 0.32% 45
2023
Q2 		$15.1M Buy
131,193
+64,312
+96% +$7.53M 0.32% 49
2023
Q1 		$7.87M Buy
+66,881
New +$7.77M 0.34% 55
2022
Q4 		– Sell
-22,644
Closed -$2.59M – 141
2022
Q3 		$2.59M Sell
22,644
-4,960
-18% -$587K 0.15% 81
2022
Q2 		$3.29M Buy
27,604
+67
+0.2% +$8.01K 0.22% 65
2022
Q1 		$3.36M Buy
+27,537
New +$3.46M 0.17% 82
2021
Q1 		– Sell
-2,600
Closed -$346K – 148
2020
Q4 		$346K Hold
2,600
– – 0.02% 111
2020
Q3 		$347K Buy
+2,600
New +$347K 0.02% 103

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

Partners Capital Investment Group's IEI Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 31% in Q2 2026, buying an estimated $1.68M and bringing the position to 60,622 shares worth $7.12M. The position accounts for 0.25% of the portfolio, ranked #45.

Partners Capital Investment Group first reported a position in IEI in Q3 2020 and has held it in 19 quarters since. The position peaked at $15.1M in Q2 2023. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Partners Capital Investment Group held 60,622 shares of iShares 3-7 Year Treasury Bond ETF worth $7.12M as of Q2 2026.
  • Partners Capital Investment Group bought 14,260 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.68M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.25% of Partners Capital Investment Group's portfolio in Q2 2026, its #45 holding.
  • Partners Capital Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • Partners Capital Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $15.1M in Q2 2023.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.