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Robertson Stephens Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Robertson Stephens Wealth Management’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 		$5.02M Buy
42,777
+432
+1% +$50.9K 0.12% 125
2026
Q1 		$5.02M Sell
42,345
-12,896
-23% -$1.54M 0.14% 124
2025
Q4 		$6.59M Sell
55,241
-493
-0.9% -$59K 0.17% 104
2025
Q3 		$6.66M Sell
55,734
-134,631
-71% -$16M 0.2% 87
2025
Q2 		$22.7M Buy
190,365
+159,805
+523% +$18.9M 0.72% 29
2025
Q1 		$3.61M Buy
+30,560
New +$3.56M 0.12% 133

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

Robertson Stephens Wealth Management's IEI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1% in Q2 2026, buying an estimated $50.9K and bringing the position to 42,777 shares worth $5.02M. The position accounts for 0.12% of the portfolio, ranked #125.

Robertson Stephens Wealth Management first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.7M in Q2 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Robertson Stephens Wealth Management held 42,777 shares of iShares 3-7 Year Treasury Bond ETF worth $5.02M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 432 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.9K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.12% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Robertson Stephens Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $22.7M in Q2 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.