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

FineMark National 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
2025 Q4	$206K	Buy	+1,727	New	+$207K	0.01%	425
2025 Q2	–	Sell	-2,020	Closed	-$239K	–	463
2025 Q1	$239K	Buy	+2,020	New	+$235K	0.01%	388
2020 Q1	–	Sell	-3,997	Closed	-$503K	–	363
2019 Q4	$503K	Buy	3,997 +2,260	+130%	+$285K	0.03%	251
2019 Q3	$220K	Buy	+1,737	New	+$219K	0.01%	345
2018 Q3	–	Sell	-1,972	Closed	-$237K	–	364
2018 Q2	$237K	Buy	+1,972	New	+$236K	0.01%	352
2017 Q1	–	Sell	-1,080	Closed	-$132K	–	661
2016 Q4	$132K	Hold	1,080	–	–	0.01%	411
2016 Q3	$137K	Hold	1,080	–	–	0.01%	387
2016 Q2	$138K	Hold	1,080	–	–	0.02%	363
2016 Q1	$136K	Sell	1,080 -1,253	-54%	-$157K	0.02%	361
2015 Q4	$286K	Hold	2,333	–	–	0.03%	266
2015 Q3	$291K	Buy	2,333 +1,244	+114%	+$154K	0.04%	274
2015 Q2	$134K	Sell	1,089 -811	-43%	-$100K	0.02%	412
2015 Q1	$236K	Sell	1,900 -4,208	-69%	-$520K	0.03%	320
2014 Q4	$747K	Buy	6,108 +2,700	+79%	+$331K	0.11%	166
2014 Q3	$413K	Sell	3,408 -8,700	-72%	-$1.06M	0.07%	222
2014 Q2	$1.48M	Buy	12,108 +1,508	+14%	+$183K	0.25%	108
2014 Q1	$1.28M	Buy	+10,600	New	+$1.28M	0.24%	110

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

FineMark National Bank & Trust's IEI Position: Q4 2025 in Review

FineMark National Bank & Trust opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025: 1,727 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: FineMark National Bank & Trust previously reported a position in IEI as recently as Q1 2025.

FineMark National Bank & Trust first reported a position in IEI in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.48M in Q2 2014. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

FineMark National Bank & Trust held 1,727 shares of iShares 3-7 Year Treasury Bond ETF worth $206K as of Q4 2025.
iShares 3-7 Year Treasury Bond ETF was a new FineMark National Bank & Trust position in Q4 2025.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #425 holding.
FineMark National Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and has held it in 17 quarters since.
FineMark National Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $1.48M in Q2 2014.
848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.