Crews Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Crews Bank & Trust’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	$34.1K	Sell	290 -471	-62%	-$55.5K	﹤0.01%	427
2026 Q1	$90.3K	Buy	761 +444	+140%	+$53K	0.01%	304
2025 Q4	$37.8K	Hold	317	–	–	0.01%	394
2025 Q3	$37.9K	Hold	317	–	–	0.01%	398
2025 Q2	$37.8K	Hold	317	–	–	0.01%	389
2025 Q1	$37.4K	Buy	317 +263	+487%	+$30.6K	0.01%	381
2024 Q4	$6.24K	Buy	+54	New	+$6.3K	﹤0.01%	540

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

Crews Bank & Trust's IEI Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 62% in Q2 2026, selling an estimated $55.5K and leaving 290 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Crews Bank & Trust first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.3K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Crews Bank & Trust held 290 shares of iShares 3-7 Year Treasury Bond ETF worth $34.1K as of Q2 2026.
Crews Bank & Trust sold 471 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $55.5K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #427 holding.
Crews Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $90.3K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.