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

Quotient 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 		$203K Buy
+1,731
New +$204K ﹤0.01% 389
2026
Q1 		– Sell
-1,730
Closed -$206K – 385
2025
Q4 		$206K Sell
1,730
-237
-12% -$28.4K 0.01% 334
2025
Q3 		$235K Sell
1,967
-869
-31% -$103K 0.01% 322
2025
Q2 		$338K Buy
2,836
+731
+35% +$86.2K 0.01% 251
2025
Q1 		$249K Buy
+2,105
New +$245K 0.01% 291

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

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

Quotient Wealth Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,731 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Quotient Wealth Partners previously reported a position in IEI as recently as Q4 2025.

Quotient Wealth Partners first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $338K in Q2 2025. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Quotient Wealth Partners held 1,731 shares of iShares 3-7 Year Treasury Bond ETF worth $203K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Quotient Wealth Partners position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #389 holding.
  • Quotient Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Quotient Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $338K in Q2 2025.
  • 821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.