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

Stablepoint 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 		$307K Buy
2,610
+21
+0.8% +$2.47K 0.04% 222
2026
Q1 		$307K Buy
+2,589
New +$309K 0.05% 220

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

Stablepoint Partners's IEI Position: Q2 2026 in Review

Stablepoint Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.81% in Q2 2026, buying an estimated $2.47K and bringing the position to 2,610 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #222.

Stablepoint Partners first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Stablepoint Partners held 2,610 shares of iShares 3-7 Year Treasury Bond ETF worth $307K as of Q2 2026.
  • Stablepoint Partners bought 21 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.47K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Stablepoint Partners's portfolio in Q2 2026, its #222 holding.
  • Stablepoint Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Stablepoint Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $307K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.