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 Q2	$10.2M	Buy	86,909 +6,207	+8%	+$731K	1.17%	12
2026 Q1	$9.57M	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

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

Premier Path Wealth Partners's IEI Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.7% in Q2 2026, buying an estimated $731K and bringing the position to 86,909 shares worth $10.2M. The position accounts for 1.17% of the portfolio, ranked #12.

Premier Path Wealth Partners first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Premier Path Wealth Partners held 86,909 shares of iShares 3-7 Year Treasury Bond ETF worth $10.2M as of Q2 2026.
Premier Path Wealth Partners bought 6,207 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $731K.
iShares 3-7 Year Treasury Bond ETF made up 1.17% of Premier Path Wealth Partners's portfolio in Q2 2026, its #12 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 11 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.