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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
Q2 		$9.31M Buy
79,260
+2,476
+3% +$292K 0.49% 54
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 $1.81T 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

Patten & Patten's IEI Position: Q2 2026 in Review

Patten & Patten increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.2% in Q2 2026, buying an estimated $292K and bringing the position to 79,260 shares worth $9.31M. The position accounts for 0.49% of the portfolio, ranked #54.

Patten & Patten first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Patten & Patten held 79,260 shares of iShares 3-7 Year Treasury Bond ETF worth $9.31M as of Q2 2026.
  • Patten & Patten bought 2,476 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $292K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.49% of Patten & Patten's portfolio in Q2 2026, its #54 holding.
  • Patten & Patten first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.