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

RWA 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 		$13.1M Sell
111,464
-16,886
-13% -$1.99M 0.13% 99
2026
Q1 		$15.2M Sell
128,350
-7,015
-5% -$837K 0.17% 81
2025
Q4 		$16.2M Sell
135,365
-2,487
-2% -$298K 0.18% 79
2025
Q3 		$16.5M Sell
137,852
-8,973
-6% -$1.07M 0.19% 76
2025
Q2 		$17.5M Sell
146,825
-48,859
-25% -$5.76M 0.22% 73
2025
Q1 		$23.1M Sell
195,684
-103,761
-35% -$12.1M 0.29% 57
2024
Q4 		$34.6M Buy
299,445
+349
+0.1% +$40.7K 0.43% 41
2024
Q3 		$35.8M Sell
299,096
-3,363
-1% -$397K 0.45% 35
2024
Q2 		$34.9M Buy
302,459
+256,631
+560% +$29.4M 0.46% 36
2024
Q1 		$5.31M Buy
45,828
+1,811
+4% +$210K 0.07% 142
2023
Q4 		$5.16M Buy
44,017
+37,584
+584% +$4.29M 0.07% 133
2023
Q3 		$728K Buy
+6,433
New +$736K 0.02% 221
2020
Q2 		– Sell
-7,806
Closed -$1.04M – 215
2020
Q1 		$1.04M Buy
+7,806
New +$1.01M 0.15% 93

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

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

RWA Wealth Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q2 2026, selling an estimated $1.99M and leaving 111,464 shares worth $13.1M. The position accounts for 0.13% of the portfolio, ranked #99.

RWA Wealth Partners first reported a position in IEI in Q1 2020 and has held it in 13 quarters since. The position peaked at $35.8M in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • RWA Wealth Partners held 111,464 shares of iShares 3-7 Year Treasury Bond ETF worth $13.1M as of Q2 2026.
  • RWA Wealth Partners sold 16,886 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.99M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of RWA Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • RWA Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 13 quarters since.
  • RWA Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $35.8M in Q3 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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