AlTi Global’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

AlTi Global’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	$1.03M	Hold	8,788	–	–	0.02%	266
2026 Q1	$1.04M	Sell	8,788 -4,621	-34%	-$551K	0.02%	234
2025 Q4	$1.6M	Sell	13,409 -50	-0.4%	-$5.98K	0.03%	179
2025 Q3	$1.61M	Sell	13,459 -553	-4%	-$65.8K	0.04%	186
2025 Q2	$1.67M	Sell	14,012 -560	-4%	-$66.1K	0.04%	175
2025 Q1	$1.72M	Hold	14,572	–	–	0.05%	154
2024 Q4	$1.68M	Sell	14,572 -25	-0.2%	-$2.92K	0.04%	168
2024 Q3	$1.75M	Hold	14,597	–	–	0.04%	165
2024 Q2	$1.69M	Buy	14,597 +8,788	+151%	+$1.01M	0.05%	159
2024 Q1	$673K	Sell	5,809 -925	-14%	-$107K	0.02%	225
2023 Q4	$789K	Buy	+6,734	New	+$768K	0.02%	208

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

AlTi Global's IEI Position: Q2 2026 in Review

AlTi Global held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 8,788 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #266.

AlTi Global first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q3 2024. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

AlTi Global held 8,788 shares of iShares 3-7 Year Treasury Bond ETF worth $1.03M as of Q2 2026.
AlTi Global left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #266 holding.
AlTi Global first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares 3-7 Year Treasury Bond ETF position peaked at $1.75M in Q3 2024.
542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.