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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Premier Path Wealth Partners's IEI Position: Q1 2026 in Review

Premier Path Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q1 2026, buying an estimated $1.11M and bringing the position to 80,702 shares worth $9.57M. The position accounts for 1.25% of the portfolio, ranked #14.

Premier Path Wealth Partners first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Premier Path Wealth Partners held 80,702 shares of iShares 3-7 Year Treasury Bond ETF worth $9.57M as of Q1 2026.
Premier Path Wealth Partners bought 9,308 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.11M.
iShares 3-7 Year Treasury Bond ETF made up 1.25% of Premier Path Wealth Partners's portfolio in Q1 2026, its #14 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 10 quarters since.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.