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

Vista 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 		$313K Sell
2,666
-52
-2% -$6.12K 0.03% 128
2026
Q1 		$322K Sell
2,718
-266
-9% -$31.7K 0.03% 108
2025
Q4 		$356K Sell
2,984
-77
-3% -$9.21K 0.04% 110
2025
Q3 		$366K Sell
3,061
-13
-0.4% -$1.55K 0.04% 97
2025
Q2 		$366K Sell
3,074
-207
-6% -$24.4K 0.04% 85
2025
Q1 		$388K Sell
3,281
-49
-1% -$5.71K 0.05% 64
2024
Q4 		$385K Hold
3,330
– – 0.04% 73
2024
Q3 		$398K Sell
3,330
-19
-0.6% -$2.25K 0.05% 66
2024
Q2 		$387K Hold
3,349
– – 0.05% 61
2024
Q1 		$388K Sell
3,349
-42
-1% -$4.87K 0.05% 60
2023
Q4 		$397K Buy
3,391
+15
+0.4% +$1.71K 0.05% 56
2023
Q3 		$382K Buy
3,376
+17
+0.5% +$1.94K 0.06% 50
2023
Q2 		$387K Sell
3,359
-23
-0.7% -$2.69K 0.05% 55
2023
Q1 		$398K Sell
3,382
-191
-5% -$22.2K 0.06% 55
2022
Q4 		$411K Sell
3,573
-186
-5% -$21.3K 0.06% 48
2022
Q3 		$430K Sell
3,759
-16
-0.4% -$1.89K 0.07% 41
2022
Q2 		$451K Sell
3,775
-103
-3% -$12.3K 0.07% 41
2022
Q1 		$473K Sell
3,878
-865
-18% -$109K 0.06% 47
2021
Q4 		$610K Hold
4,743
– – 0.08% 37
2021
Q3 		$617K Sell
4,743
-7
-0.1% -$918 0.09% 37
2021
Q2 		$620K Buy
4,750
+65
+1% +$8.48K 0.09% 36
2021
Q1 		$609K Sell
4,685
-435
-8% -$57.2K 0.09% 35
2020
Q4 		$681K Sell
5,120
-222
-4% -$29.5K 0.11% 29
2020
Q3 		$714K Sell
5,342
-33
-0.6% -$4.41K 0.13% 26
2020
Q2 		$718K Sell
5,375
-77
-1% -$10.3K 0.14% 25
2020
Q1 		$726K Sell
5,452
-1,519
-22% -$196K 0.17% 21
2019
Q4 		$876K Buy
6,971
+124
+2% +$15.7K 0.16% 26
2019
Q3 		$868K Sell
6,847
-305
-4% -$38.5K 0.17% 24
2019
Q2 		$899K Sell
7,152
-145
-2% -$17.9K 0.18% 20
2019
Q1 		$898K Sell
7,297
-17
-0.2% -$2.07K 0.18% 18
2018
Q4 		$887K Sell
7,314
-33
-0.4% -$3.94K 0.21% 17
2018
Q3 		$875K Sell
7,347
-355
-5% -$42.5K 0.18% 16
2018
Q2 		$924K Hold
7,702
– – 0.2% 14
2018
Q1 		$929K Sell
7,702
-1,126
-13% -$136K 0.21% 12
2017
Q4 		$1.08M Sell
8,828
-415
-4% -$51K 0.24% 11
2017
Q3 		$1.14M Sell
9,243
-155
-2% -$19.2K 0.28% 8
2017
Q2 		$1.16M Buy
9,398
+82
+0.9% +$10.1K 0.29% 8
2017
Q1 		$1.15M Hold
9,316
– – 0.3% 10
2016
Q4 		$1.14M Sell
9,316
-1,205
-11% -$149K 0.31% 9
2016
Q3 		$1.33M Sell
10,521
-550
-5% -$69.6K 0.38% 8
2016
Q2 		$1.41M Sell
11,071
-30
-0.3% -$3.78K 0.42% 6
2016
Q1 		$1.4M Sell
11,101
-260
-2% -$32.5K 0.43% 6
2015
Q4 		$1.39M Sell
11,361
-1,168
-9% -$144K 0.44% 6
2015
Q3 		$1.56M Sell
12,529
-840
-6% -$104K 0.52% 6
2015
Q2 		$1.64M Sell
13,369
-530
-4% -$65.4K 0.52% 6
2015
Q1 		$1.73M Buy
13,899
+131
+1% +$16.2K 0.53% 6
2014
Q4 		$1.68M Sell
13,768
-1,710
-11% -$209K 0.53% 6
2014
Q3 		$1.88M Sell
15,478
-995
-6% -$121K 0.62% 7
2014
Q2 		$2.01M Buy
16,473
+130
+0.8% +$15.8K 0.65% 7
2014
Q1 		$1.97M Sell
16,343
-3,218
-16% -$390K 0.68% 7
2013
Q4 		$2.35M Sell
19,561
-599
-3% -$72.6K 0.84% 6
2013
Q3 		$2.45M Sell
20,160
-1,291
-6% -$155K 0.94% 6
2013
Q2 		$2.59M Buy
+21,451
New +$2.64M 1.01% 8

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Vista Capital Partners's IEI Position: Q2 2026 in Review

Vista Capital Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, selling an estimated $6.12K and leaving 2,666 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #128.

Vista Capital Partners first reported a position in IEI in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.59M in Q2 2013. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Vista Capital Partners held 2,666 shares of iShares 3-7 Year Treasury Bond ETF worth $313K as of Q2 2026.
  • Vista Capital Partners sold 52 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.12K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #128 holding.
  • Vista Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Vista Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $2.59M in Q2 2013.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.