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

Sagespring 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	$63.1M	Buy	536,921 +49,602	+10%	+$5.84M	0.97%	25
2026 Q1	$57.8M	Buy	487,319 +18,689	+4%	+$2.23M	1.05%	23
2025 Q4	$55.9M	Sell	468,630 -41,809	-8%	-$5M	1.02%	23
2025 Q3	$61M	Buy	510,439 +27,575	+6%	+$3.28M	1.19%	19
2025 Q2	$57.5M	Buy	482,864 +240,797	+99%	+$28.4M	1.24%	19
2025 Q1	$28.6M	Buy	+242,067	New	+$28.2M	0.72%	29

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

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

Sagespring Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q2 2026, buying an estimated $5.84M and bringing the position to 536,921 shares worth $63.1M. The position accounts for 0.97% of the portfolio, ranked #25.

Sagespring Wealth Partners first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sagespring Wealth Partners held 536,921 shares of iShares 3-7 Year Treasury Bond ETF worth $63.1M as of Q2 2026.
Sagespring Wealth Partners bought 49,602 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.84M.
iShares 3-7 Year Treasury Bond ETF made up 0.97% of Sagespring Wealth Partners's portfolio in Q2 2026, its #25 holding.
Sagespring Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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