Crestwood Advisors Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Crestwood Advisors 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	$859K	Sell	7,314 -78	-1%	-$9.18K	0.01%	348
2026 Q1	$877K	Sell	7,392 -804	-10%	-$95.9K	0.01%	315
2025 Q4	$978K	Sell	8,196 -96	-1%	-$11.5K	0.02%	287
2025 Q3	$991K	Sell	8,292 -228	-3%	-$27.1K	0.02%	292
2025 Q2	$1.01M	Buy	8,520 +299	+4%	+$35.3K	0.02%	278
2025 Q1	$971K	Sell	8,221 -2,552	-24%	-$297K	0.02%	275
2024 Q4	$1.24M	Buy	+10,773	New	+$1.26M	0.02%	230
2024 Q1	–	Sell	-7,756	Closed	-$908K	–	423
2023 Q4	$908K	Buy	+7,756	New	+$885K	0.02%	219

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crestwood Advisors Group's IEI Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, selling an estimated $9.18K and leaving 7,314 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #348.

Crestwood Advisors Group first reported a position in IEI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Crestwood Advisors Group held 7,314 shares of iShares 3-7 Year Treasury Bond ETF worth $859K as of Q2 2026.
Crestwood Advisors Group sold 78 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.18K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #348 holding.
Crestwood Advisors Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Crestwood Advisors Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.24M in Q4 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.