Spartan Planning & Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spartan Planning & 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 Q1	$8.88M	Sell	74,906 -61,151	-45%	-$7.29M	6.57%	3
2025 Q4	$16.2M	Buy	136,057 +89,526	+192%	+$10.7M	11.98%	2
2025 Q3	$5.56M	Buy	46,531 +16,921	+57%	+$2.01M	4.34%	7
2025 Q2	$3.53M	Buy	29,610 +2,574	+10%	+$304K	3.02%	11
2025 Q1	$3.19M	Buy	+27,036	New	+$3.15M	3.1%	12

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

Spartan Planning & Wealth Management's IEI Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 45% in Q1 2026, selling an estimated $7.29M and leaving 74,906 shares worth $8.88M. The position accounts for 6.57% of the portfolio, ranked #3.

Spartan Planning & Wealth Management first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.2M in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Spartan Planning & Wealth Management held 74,906 shares of iShares 3-7 Year Treasury Bond ETF worth $8.88M as of Q1 2026.
Spartan Planning & Wealth Management sold 61,151 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.29M.
iShares 3-7 Year Treasury Bond ETF made up 6.57% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #3 holding.
Spartan Planning & Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Spartan Planning & Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $16.2M in Q4 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.