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

Patten & Patten’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 		$9.11M Buy
76,784
+15,589
+25% +$1.86M 0.55% 48
2025
Q4 		$7.3M Buy
+61,195
New +$7.32M 0.43% 61

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

Patten & Patten's IEI Position: Q1 2026 in Review

Patten & Patten increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 25% in Q1 2026, buying an estimated $1.86M and bringing the position to 76,784 shares worth $9.11M. The position accounts for 0.55% of the portfolio, ranked #48.

Patten & Patten first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Patten & Patten held 76,784 shares of iShares 3-7 Year Treasury Bond ETF worth $9.11M as of Q1 2026.
  • Patten & Patten bought 15,589 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.86M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.55% of Patten & Patten's portfolio in Q1 2026, its #48 holding.
  • Patten & Patten first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.