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
Q2 		$2.42M Sell
20,588
-6,409
-24% -$755K 0.01% 414
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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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s IEI Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 24% in Q2 2026, selling an estimated $755K and leaving 20,588 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #414.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 20,588 shares of iShares 3-7 Year Treasury Bond ETF worth $2.42M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 6,409 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $755K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #414 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 3 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s iShares 3-7 Year Treasury Bond ETF position peaked at $3.2M in Q1 2026.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.