Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$3.2M Buy
26,997
+12,695
+89% +$1.51M 0.01% 382
2025
Q4 		$1.71M Buy
+14,302
New +$1.71M ﹤0.01% 420

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CAPTRUST Financial Advisors
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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

Grantham, Mayo, Van Otterloo & Co (GMO)'s IEI Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 89% in Q1 2026, buying an estimated $1.51M and bringing the position to 26,997 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #382.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 26,997 shares of iShares 3-7 Year Treasury Bond ETF worth $3.2M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 12,695 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.51M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #382 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.