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Curi RMB Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Curi RMB Capital’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
Q1 		$48.9M Buy
412,543
+12,843
+3% +$1.53M 0.87% 20
2025
Q4 		$47.7M Sell
399,700
-10,280
-3% -$1.23M 0.83% 23
2025
Q3 		$49M Sell
409,980
-50,466
-11% -$6M 0.9% 19
2025
Q2 		$54.8M Buy
460,446
+7,608
+2% +$897K 1.04% 15
2025
Q1 		$53.5M Buy
452,838
+144,305
+47% +$16.8M 1.32% 10
2024
Q4 		$35.7M Buy
308,533
+27,049
+10% +$3.16M 0.82% 27
2024
Q3 		$33.7M Sell
281,484
-53,979
-16% -$6.38M 0.76% 31
2024
Q2 		$38.7M Buy
335,463
+12,124
+4% +$1.39M 0.93% 23
2024
Q1 		$37.4M Buy
+323,339
New +$37.5M 0.86% 26

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's IEI Position: Q1 2026 in Review

Curi RMB Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.2% in Q1 2026, buying an estimated $1.53M and bringing the position to 412,543 shares worth $48.9M. The position accounts for 0.87% of the portfolio, ranked #20.

Curi RMB Capital first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.8M in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Curi RMB Capital held 412,543 shares of iShares 3-7 Year Treasury Bond ETF worth $48.9M as of Q1 2026.
  • Curi RMB Capital bought 12,843 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.53M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.87% of Curi RMB Capital's portfolio in Q1 2026, its #20 holding.
  • Curi RMB Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Curi RMB Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $54.8M in Q2 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.