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

WealthShield 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 		$42.7K Hold
360
– – ﹤0.01% 458
2025
Q4 		$43K Hold
360
– – ﹤0.01% 443
2025
Q3 		$43K Hold
360
– – ﹤0.01% 437
2025
Q2 		$42.9K Hold
360
– – 0.01% 430
2025
Q1 		$42.5K Sell
360
-37
-9% -$4.31K 0.01% 419
2024
Q4 		$45.9K Buy
397
+100
+34% +$11.7K 0.01% 382
2024
Q3 		$35.5K Hold
297
– – ﹤0.01% 400
2024
Q2 		$34.3K Hold
297
– – 0.01% 372
2024
Q1 		$34.4K Hold
297
– – 0.01% 365
2023
Q4 		$34.8K Buy
297
+291
+4,850% +$33.2K 0.01% 377
2023
Q3 		$679 Hold
6
– – ﹤0.01% 475
2023
Q2 		$692 Hold
6
– – ﹤0.01% 483
2023
Q1 		$706 Buy
+6
New +$697 ﹤0.01% 480
2021
Q2 		– Sell
-188
Closed -$24K – 937
2021
Q1 		$24K Buy
+188
New +$24.7K ﹤0.01% 626
2020
Q4 		– Sell
-1,036
Closed -$138K – 334
2020
Q3 		$138K Buy
1,036
+703
+211% +$93.9K 0.05% 258
2020
Q2 		$45K Hold
333
– – 0.02% 251
2020
Q1 		$44K Sell
333
-58
-15% -$7.47K 0.03% 192
2019
Q4 		$49K Sell
391
-14
-3% -$1.77K 0.02% 214
2019
Q3 		$51K Sell
405
-419
-51% -$52.9K 0.03% 201
2019
Q2 		$104K Sell
824
-29,374
-97% -$3.63M 0.06% 164
2019
Q1 		$3.72M Buy
30,198
+29,908
+10,313% +$3.64M 2.08% 11
2018
Q4 		$35K Sell
290
-57,041
-99% -$6.81M 0.02% 171
2018
Q3 		$6.83M Buy
57,331
+19,809
+53% +$2.37M 3.9% 3
2018
Q2 		$4.5M Buy
37,522
+37,444
+48,005% +$4.48M 2.75% 8
2018
Q1 		$9K Sell
78
-300
-79% -$36.2K 0.01% 197
2017
Q4 		$46K Buy
+378
New +$46.4K 0.03% 156

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 $49B AUM 17.78% 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

WealthShield Partners's IEI Position: Q1 2026 in Review

WealthShield Partners held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 360 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

WealthShield Partners first reported a position in IEI in Q4 2017 and has held it in 26 quarters since. The position peaked at $6.83M in Q3 2018. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • WealthShield Partners held 360 shares of iShares 3-7 Year Treasury Bond ETF worth $42.7K as of Q1 2026.
  • WealthShield Partners left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #458 holding.
  • WealthShield Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • WealthShield Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $6.83M in Q3 2018.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.