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Citizens Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Citizens Financial Group’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 		$16.1M Buy
137,479
+7,919
+6% +$932K 0.19% 96
2026
Q1 		$15.4M Buy
129,560
+14,828
+13% +$1.77M 0.21% 90
2025
Q4 		$13.7M Buy
114,732
+58
+0.1% +$6.94K 0.18% 100
2025
Q3 		$13.7M Sell
114,674
-3,603
-3% -$429K 0.19% 97
2025
Q2 		$14.1M Buy
118,277
+5,008
+4% +$591K 0.23% 85
2025
Q1 		$13.4M Buy
113,269
+111,200
+5,375% +$12.9M 0.26% 82
2024
Q4 		$239K Sell
2,069
-33
-2% -$3.85K ﹤0.01% 514
2024
Q3 		$251K Sell
2,102
-3
-0.1% -$355 0.01% 493
2024
Q2 		$243K Buy
+2,105
New +$241K 0.01% 477
2024
Q1 		– Sell
-144,345
Closed -$16.9M – 417
2023
Q4 		$16.9M Buy
144,345
+142,277
+6,880% +$16.2M 0.58% 33
2023
Q3 		$234K Sell
2,068
-127,646
-98% -$14.6M 0.01% 326
2023
Q2 		$15M Buy
129,714
+23,440
+22% +$2.75M 0.54% 38
2023
Q1 		$12.5M Buy
+106,274
New +$12.4M 0.46% 46

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citizens Financial Group's IEI Position: Q2 2026 in Review

Citizens Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.1% in Q2 2026, buying an estimated $932K and bringing the position to 137,479 shares worth $16.1M. The position accounts for 0.19% of the portfolio, ranked #96.

Citizens Financial Group first reported a position in IEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.9M in Q4 2023. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Citizens Financial Group held 137,479 shares of iShares 3-7 Year Treasury Bond ETF worth $16.1M as of Q2 2026.
  • Citizens Financial Group bought 7,919 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $932K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.19% of Citizens Financial Group's portfolio in Q2 2026, its #96 holding.
  • Citizens Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Citizens Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $16.9M in Q4 2023.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.