Royal Harbor Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Royal Harbor 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	–	Sell	-36,926	Closed	-$4.41M	–	57
2025 Q4	$4.41M	Buy	36,926 +2,859	+8%	+$342K	1.46%	21
2025 Q3	$4.07M	Buy	34,067 +672	+2%	+$79.9K	1.38%	23
2025 Q2	$3.98M	Buy	33,395 +1,052	+3%	+$124K	1.45%	21
2025 Q1	$3.82M	Buy	+32,343	New	+$3.77M	1.48%	21
2020 Q1	–	Sell	-33,795	Closed	-$4.25M	–	74
2019 Q4	$4.25M	Buy	+33,795	New	+$4.27M	4.09%	9

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Harbor Partners's IEI Position: Q1 2026 in Review

Royal Harbor Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 36,926 shares — an estimated $4.41M sold.

Royal Harbor Partners first reported a position in IEI in Q4 2019 and held it in 5 quarters. The position peaked at $4.41M in Q4 2025. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Royal Harbor Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Royal Harbor Partners sold 36,926 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.41M.
Royal Harbor Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Royal Harbor Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $4.41M in Q4 2025.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Royal Harbor Partners's 13F filing for Q1 2026, filed 24 Apr 2026.