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

Patriot Investment Management 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 		$289K Buy
2,460
+60
+3% +$7.06K 0.02% 206
2026
Q1 		$285K Buy
2,400
+35
+1% +$4.17K 0.02% 205
2025
Q4 		$282K Hold
2,365
– – 0.02% 209
2025
Q3 		$283K Buy
2,365
+80
+4% +$9.52K 0.02% 208
2025
Q2 		$272K Buy
2,285
+81
+4% +$9.55K 0.02% 212
2025
Q1 		$260K Buy
2,204
+335
+18% +$39K 0.02% 207
2024
Q4 		$216K Hold
1,869
– – 0.02% 224
2024
Q3 		$224K Buy
1,869
+85
+5% +$10K 0.02% 227
2024
Q2 		$206K Hold
1,784
– – 0.02% 235
2024
Q1 		$207K Buy
1,784
+35
+2% +$4.06K 0.02% 237
2023
Q4 		$205K Buy
+1,749
New +$200K 0.02% 228
2023
Q1 		– Sell
-917
Closed -$107K – 298
2022
Q4 		$107K Buy
+917
New +$105K 0.01% 274
2020
Q3 		– Sell
-10,610
Closed -$1.42M – 404
2020
Q2 		$1.42M Hold
10,610
– – 0.18% 73
2020
Q1 		$1.41M Buy
+10,610
New +$1.37M 0.21% 62

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

Patriot Investment Management Group's IEI Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.5% in Q2 2026, buying an estimated $7.06K and bringing the position to 2,460 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #206.

Patriot Investment Management Group first reported a position in IEI in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.42M in Q2 2020. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Patriot Investment Management Group held 2,460 shares of iShares 3-7 Year Treasury Bond ETF worth $289K as of Q2 2026.
  • Patriot Investment Management Group bought 60 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.06K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #206 holding.
  • Patriot Investment Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 14 quarters since.
  • Patriot Investment Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.42M in Q2 2020.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.