Silicon Valley Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Silicon Valley Capital 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	$37.4M	Sell	315,584 -12,068	-4%	-$1.44M	3.67%	10
2025 Q4	$39.1M	Buy	327,652 +14,646	+5%	+$1.75M	3.56%	11
2025 Q3	$37.4M	Buy	313,006 +26,676	+9%	+$3.17M	3.53%	9
2025 Q2	$34.1M	Buy	+286,330	New	+$33.8M	3.56%	10
2025 Q1	–	Sell	-285,429	Closed	-$33M	–	280
2024 Q4	$33M	Buy	285,429 +285,319	+259,381%	+$33.3M	3.68%	10
2024 Q3	$13.2K	Buy	+110	New	+$13K	﹤0.01%	226

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Valley Capital Partners's IEI Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.7% in Q1 2026, selling an estimated $1.44M and leaving 315,584 shares worth $37.4M. The position accounts for 3.67% of the portfolio, ranked #10.

Silicon Valley Capital Partners first reported a position in IEI in Q3 2024 and has held it in 6 quarters since. The position peaked at $39.1M in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Silicon Valley Capital Partners held 315,584 shares of iShares 3-7 Year Treasury Bond ETF worth $37.4M as of Q1 2026.
Silicon Valley Capital Partners sold 12,068 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.44M.
iShares 3-7 Year Treasury Bond ETF made up 3.67% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #10 holding.
Silicon Valley Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Silicon Valley Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $39.1M in Q4 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.