&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 Q2	$14.4M	Buy	122,794 +2,234	+2%	+$263K	0.06%	295
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

&Partners's IEI Position: Q2 2026 in Review

&Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, buying an estimated $263K and bringing the position to 122,794 shares worth $14.4M. The position accounts for 0.06% of the portfolio, ranked #295.

&Partners first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.9M in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

&Partners held 122,794 shares of iShares 3-7 Year Treasury Bond ETF worth $14.4M as of Q2 2026.
&Partners bought 2,234 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $263K.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #295 holding.
&Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $14.9M in Q4 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.