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

&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
Q1 		$14.3M Sell
120,560
-4,245
-3% -$506K 0.07% 258
2025
Q4 		$14.9M Buy
124,805
+6,851
+6% +$820K 0.08% 238
2025
Q3 		$14.1M Buy
117,954
+14,623
+14% +$1.74M 0.09% 211
2025
Q2 		$12.3M Buy
103,331
+14,679
+17% +$1.73M 0.09% 210
2025
Q1 		$10.5M Buy
88,652
+7,080
+9% +$824K 0.11% 180
2024
Q4 		$9.43M Buy
81,572
+40,292
+98% +$4.7M 0.11% 179
2024
Q3 		$4.94M Buy
41,280
+27,157
+192% +$3.21M 0.1% 204
2024
Q2 		$1.63M Buy
14,123
+5,581
+65% +$640K 0.07% 238
2024
Q1 		$989K Buy
+8,542
New +$991K 0.14% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's IEI Position: Q1 2026 in Review

&Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.4% in Q1 2026, selling an estimated $506K and leaving 120,560 shares worth $14.3M. The position accounts for 0.07% of the portfolio, ranked #258.

&Partners first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.9M in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • &Partners held 120,560 shares of iShares 3-7 Year Treasury Bond ETF worth $14.3M as of Q1 2026.
  • &Partners sold 4,245 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $506K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #258 holding.
  • &Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • &Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $14.9M in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.