Patten Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Patten 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	$832K	Buy	7,083 +11	+0.2%	+$1.29K	0.13%	174
2026 Q1	$839K	Buy	7,072 +481	+7%	+$57.4K	0.15%	154
2025 Q4	$787K	Buy	6,591 +2,600	+65%	+$311K	0.15%	156
2025 Q3	$477K	Buy	3,991 +251	+7%	+$29.9K	0.09%	192
2025 Q2	$445K	Sell	3,740 -393	-10%	-$46.4K	0.09%	189
2025 Q1	$488K	Buy	4,133 +505	+14%	+$58.8K	0.11%	178
2024 Q4	$419K	Sell	3,628 -426	-11%	-$49.7K	0.09%	198
2024 Q3	$485K	Buy	4,054 +1,584	+64%	+$187K	0.11%	180
2024 Q2	$285K	Buy	+2,470	New	+$283K	0.07%	223

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

Patten Group's IEI Position: Q2 2026 in Review

Patten Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.16% in Q2 2026, buying an estimated $1.29K and bringing the position to 7,083 shares worth $832K. The position accounts for 0.13% of the portfolio, ranked #174.

Patten Group first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $839K in Q1 2026. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Patten Group held 7,083 shares of iShares 3-7 Year Treasury Bond ETF worth $832K as of Q2 2026.
Patten Group bought 11 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29K.
iShares 3-7 Year Treasury Bond ETF made up 0.13% of Patten Group's portfolio in Q2 2026, its #174 holding.
Patten Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Patten Group's iShares 3-7 Year Treasury Bond ETF position peaked at $839K in Q1 2026.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.