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

Twin Focus 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
Q2 		$3.89M Buy
33,080
+5,588
+20% +$658K 0.4% 53
2026
Q1 		$3.26M Buy
27,492
+15,525
+130% +$1.85M 0.37% 53
2025
Q4 		$1.43M Sell
11,967
-621
-5% -$74.3K 0.16% 77
2025
Q3 		$1.5M Buy
12,588
+230
+2% +$27.4K 0.19% 67
2025
Q2 		$1.47M Buy
12,358
+16
+0.1% +$1.89K 0.21% 68
2025
Q1 		$1.46M Buy
12,342
+5,396
+78% +$628K 0.23% 67
2024
Q4 		$803K Buy
6,946
+3,746
+117% +$437K 0.12% 87
2024
Q3 		$383K Buy
+3,200
New +$378K 0.06% 110
2023
Q1 		– Sell
-2,740
Closed -$315K – 223
2022
Q4 		$315K Sell
2,740
-331
-11% -$38K 0.07% 153
2022
Q3 		$351K Sell
3,071
-195
-6% -$23.1K 0.08% 125
2022
Q2 		$390K Buy
3,266
+858
+36% +$103K 0.09% 119
2022
Q1 		$294K Sell
2,408
-100
-4% -$12.5K 0.06% 163
2021
Q4 		$323K Sell
2,508
-2,700
-52% -$349K 0.06% 159
2021
Q3 		$678K Buy
+5,208
New +$683K 0.16% 76

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Twin Focus Capital Partners's IEI Position: Q2 2026 in Review

Twin Focus Capital Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q2 2026, buying an estimated $658K and bringing the position to 33,080 shares worth $3.89M. The position accounts for 0.4% of the portfolio, ranked #53.

Twin Focus Capital Partners first reported a position in IEI in Q3 2021 and has held it in 14 quarters since. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Twin Focus Capital Partners held 33,080 shares of iShares 3-7 Year Treasury Bond ETF worth $3.89M as of Q2 2026.
  • Twin Focus Capital Partners bought 5,588 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $658K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.4% of Twin Focus Capital Partners's portfolio in Q2 2026, its #53 holding.
  • Twin Focus Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • 542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.