Premier Path Wealth Partners
IEI icon

Premier Path Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Premier Path Wealth 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
Q3 		$9.5M Sell
84,170
-2,739
-3% -$318K 1.12% 18
2026
Q2 		$10.2M Buy
86,909
+6,207
+8% +$731K 1.17% 12
2026
Q1 		$9.6M Buy
80,702
+9,308
+13% +$1.11M 1.25% 14
2025
Q4 		$8.52M Buy
71,394
+2,589
+4% +$310K 1.1% 21
2025
Q3 		$8.22M Buy
68,805
+330
+0.5% +$39.3K 1.06% 23
2025
Q2 		$8.15M Buy
68,475
+2,041
+3% +$241K 1.14% 20
2025
Q1 		$7.85M Buy
66,434
+5,039
+8% +$587K 1.22% 18
2024
Q4 		$7.09M Buy
61,395
+2,617
+4% +$305K 1.08% 23
2024
Q3 		$7.03M Buy
58,778
+3,389
+6% +$401K 1.11% 20
2024
Q2 		$6.4M Buy
55,389
+3,022
+6% +$346K 1.09% 19
2024
Q1 		$5.97M Buy
52,367
+49,924
+2,044% +$5.79M 1.12% 20
2023
Q4 		$437K Buy
+2,443
New +$279K 0.1% 208

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Premier Path Wealth Partners's IEI Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.2% in Q3 2026, selling an estimated $318K and leaving 84,170 shares worth $9.5M. The position accounts for 1.12% of the portfolio, ranked #18.

Premier Path Wealth Partners first reported a position in IEI in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q2 2026. 252 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Premier Path Wealth Partners held 84,170 shares of iShares 3-7 Year Treasury Bond ETF worth $9.5M as of Q3 2026.
  • Premier Path Wealth Partners sold 2,739 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $318K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #18 holding.
  • Premier Path Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $10.2M in Q2 2026.
  • 252 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.