Strategic Wealth Partners, Ltd. IEI holdings history
ISHARES 3-7 YEAR TREASURY BO · CUSIP 464288661 · CIK 1720777
As of 2026-06-30, Strategic Wealth Partners, Ltd. reported 259.74K IEI (shares), valued at $30.51M, or 1.89% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 7.37%; reported value increased 6.33%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.89% | 259,736 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 1.99% | 241,901 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.89% | 230,677 | SEC filing ↗Filed May 12, 2026 |
| Q3 2025 | 1.81% | 202,777 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.84% | 196,200 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | 1.85% | 193,194 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.18% | 189,875 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 2.09% | 173,687 | SEC filing ↗Filed Oct 8, 2024 |
| Q1 2024 | 2.05% | 161,353 | SEC filing ↗Filed May 20, 2024 |
| Q4 2023 | 2.08% | 144,298 | SEC filing ↗Filed May 20, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.08% | 144,298 | $16.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed May 20, 2024 |
| Q1 2024 | 2.05% | 161,353 | $18.69M | Shares increased 11.82%; reported value increased 10.56%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2024 |
| Q2 2024 | 2.09% | 173,687 | $20.06M | Shares increased 7.64%; reported value increased 7.33%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q3 2024 | 2.18% | 189,875 | $22.71M | Shares increased 9.32%; reported value increased 13.24%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 1.85% | 193,194 | $22.35M | Shares increased 1.75%; reported value decreased 1.57%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | 1.84% | 196,200 | $23.37M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.81% | 202,777 | $24.23M | Shares increased 3.35%; reported value increased 3.72%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.89% | 230,677 | $27.53M | Shares increased 13.76%; reported value increased 13.61%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q1 2026 | 1.99% | 241,901 | $28.69M | Shares increased 4.87%; reported value increased 4.21%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.89% | 259,736 | $30.51M | Shares increased 7.37%; reported value increased 6.33%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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