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

Principle 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	$426K	Sell	3,623 -42	-1%	-$4.95K	0.02%	280
2026 Q1	$435K	Hold	3,665	–	–	0.02%	259
2025 Q4	$437K	Buy	3,665 +828	+29%	+$99.1K	0.02%	261
2025 Q3	$339K	Hold	2,837	–	–	0.02%	288
2025 Q2	$338K	Sell	2,837 -2,392	-46%	-$282K	0.02%	286
2025 Q1	$618K	Sell	5,229 -804	-13%	-$93.6K	0.04%	202
2024 Q4	$697K	Buy	6,033 +345	+6%	+$40.3K	0.05%	186
2024 Q3	$680K	Buy	5,688 +2,782	+96%	+$329K	0.05%	194
2024 Q2	$336K	Hold	2,906	–	–	0.03%	263
2024 Q1	$337K	Buy	2,906 +214	+8%	+$24.8K	0.03%	267
2023 Q4	$315K	Sell	2,692 -61,393	-96%	-$7.01M	0.03%	262
2023 Q3	$7.25M	Sell	64,085 -118,270	-65%	-$13.5M	0.73%	34
2023 Q2	$21M	Buy	182,355 +1,822	+1%	+$213K	2.11%	7
2023 Q1	$21.2M	Buy	+180,533	New	+$21M	2.27%	8

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

Principle Wealth Partners's IEI Position: Q2 2026 in Review

Principle Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, selling an estimated $4.95K and leaving 3,623 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #280.

Principle Wealth Partners first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.2M in Q1 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Principle Wealth Partners held 3,623 shares of iShares 3-7 Year Treasury Bond ETF worth $426K as of Q2 2026.
Principle Wealth Partners sold 42 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.95K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #280 holding.
Principle Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Principle Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $21.2M in Q1 2023.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.