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

Strategic 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
Q1 		$28.7M Buy
241,901
+11,224
+5% +$1.34M 1.99% 8
2025
Q4 		$27.5M Buy
230,677
+27,900
+14% +$3.34M 1.89% 9
2025
Q3 		$24.2M Buy
202,777
+6,577
+3% +$782K 1.81% 9
2025
Q2 		$23.4M Buy
+196,200
New +$23.1M 1.84% 9
2024
Q4 		$22.4M Buy
193,194
+3,319
+2% +$387K 1.85% 7
2024
Q3 		$22.7M Buy
189,875
+16,188
+9% +$1.91M 2.18% 7
2024
Q2 		$20.1M Buy
173,687
+12,334
+8% +$1.41M 2.09% 8
2024
Q1 		$18.7M Buy
161,353
+17,055
+12% +$1.98M 2.05% 7
2023
Q4 		$16.9M Buy
144,298
+540
+0.4% +$61.6K 2.08% 9
2023
Q3 		$16.3M Buy
143,758
+9,888
+7% +$1.13M 2.14% 8
2023
Q2 		$15.4M Buy
133,870
+7,099
+6% +$831K 2% 9
2023
Q1 		$14.9M Buy
126,771
+25,537
+25% +$2.97M 2.29% 8
2022
Q4 		$11.6M Buy
101,234
+35,367
+54% +$4.06M 2.16% 7
2022
Q3 		$7.53M Sell
65,867
-190
-0.3% -$22.5K 1.6% 11
2022
Q2 		$7.88M Buy
66,057
+1,192
+2% +$142K 1.7% 11
2022
Q1 		$7.92M Buy
64,865
+6,824
+12% +$856K 1.55% 12
2021
Q4 		$7.47M Buy
58,041
+3,573
+7% +$461K 1.42% 10
2021
Q3 		$7.09M Buy
54,468
+3,285
+6% +$431K 2.08% 10
2021
Q2 		$6.68M Buy
51,183
+20
+0% +$2.61K 2.18% 10
2021
Q1 		$6.65M Buy
51,163
+4,693
+10% +$617K 2.65% 8
2020
Q4 		$6.18M Buy
46,470
+12,935
+39% +$1.72M 2.59% 8
2020
Q3 		$4.48M Buy
+33,535
New +$4.48M 2.26% 9
2019
Q2 		– Sell
-926
Closed -$113K – 774
2019
Q1 		$113K Hold
926
– – 0.05% 170
2018
Q4 		$112K Sell
926
-310
-25% -$37K 0.06% 160
2018
Q3 		$147K Hold
1,236
– – 0.08% 147
2018
Q2 		$148K Hold
1,236
– – 0.09% 162
2018
Q1 		$149K Hold
1,236
– – 0.08% 167
2017
Q4 		$153K Buy
+1,236
New +$152K 0.08% 157

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's IEI Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.9% in Q1 2026, buying an estimated $1.34M and bringing the position to 241,901 shares worth $28.7M. The position accounts for 1.99% of the portfolio, ranked #8.

Strategic Wealth Partners first reported a position in IEI in Q4 2017 and has held it in 28 quarters since. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Strategic Wealth Partners held 241,901 shares of iShares 3-7 Year Treasury Bond ETF worth $28.7M as of Q1 2026.
  • Strategic Wealth Partners bought 11,224 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.34M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.99% of Strategic Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Strategic Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.