Israel Discount Bank of New York’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Israel Discount Bank of New York’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	$1.71M	Buy	14,532 +1,613	+12%	+$190K	3.16%	14
2026 Q1	$1.53M	Buy	12,919 +4,710	+57%	+$562K	3.36%	14
2025 Q4	$980K	Buy	8,209 +1,811	+28%	+$217K	2.67%	15
2025 Q3	$765K	Buy	6,398 +2,493	+64%	+$297K	2.26%	14
2025 Q2	$465K	Buy	3,905 +44	+1%	+$5.19K	1.77%	18
2025 Q1	$456K	Sell	3,861 -1,648	-30%	-$192K	0.35%	21
2024 Q4	$637K	Sell	5,509 -450	-8%	-$52.5K	0.46%	22
2024 Q3	$713K	Sell	5,959 -5,225	-47%	-$617K	1.06%	18
2024 Q2	$1.29M	Sell	11,184 -5,262	-32%	-$603K	2.06%	12
2024 Q1	$1.9M	Sell	16,446 -8,844	-35%	-$1.03M	2.38%	12
2023 Q4	$2.96M	Sell	25,290 -1,155	-4%	-$132K	2.32%	12
2023 Q3	$2.99M	Sell	26,445 -169	-0.6%	-$19.3K	2.49%	11
2023 Q2	$3.07M	Sell	26,614 -1,586	-6%	-$186K	2.44%	12
2023 Q1	$3.32M	Sell	28,200 -4,901	-15%	-$570K	2.49%	10
2022 Q4	$3.8M	Sell	33,101 -1,853	-5%	-$212K	3.22%	7
2022 Q3	$3.99M	Sell	34,954 -2,438	-7%	-$289K	3.3%	7
2022 Q2	$4.46M	Buy	37,392 +1,757	+5%	+$210K	3.39%	6
2022 Q1	$4.35M	Buy	35,635 +1,890	+6%	+$237K	2.86%	7
2021 Q4	$4.34M	Sell	33,745 -1,295	-4%	-$167K	2.68%	7
2021 Q3	$4.56M	Buy	+35,040	New	+$4.6M	3.08%	7
2021 Q1	$4.13M	Sell	31,780 -729	-2%	-$95.9K	3.18%	7
2020 Q4	$4.32M	Sell	32,509 -17,894	-36%	-$2.38M	3.15%	7
2020 Q3	$6.73M	Buy	50,403 +13,860	+38%	+$1.85M	4.36%	5
2020 Q2	$4.88M	Buy	36,543 +16,657	+84%	+$2.22M	3.33%	6
2020 Q1	$2.65M	Buy	19,886 +15,591	+363%	+$2.01M	2.04%	11
2019 Q4	$540K	Buy	4,295 +1,263	+42%	+$159K	0.35%	65
2019 Q3	$384K	Buy	+3,032	New	+$383K	0.28%	71

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Israel Discount Bank of New York's IEI Position: Q2 2026 in Review

Israel Discount Bank of New York increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, buying an estimated $190K and bringing the position to 14,532 shares worth $1.71M. The position accounts for 3.16% of the portfolio, ranked #14.

Israel Discount Bank of New York first reported a position in IEI in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.73M in Q3 2020. 659 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Israel Discount Bank of New York held 14,532 shares of iShares 3-7 Year Treasury Bond ETF worth $1.71M as of Q2 2026.
Israel Discount Bank of New York bought 1,613 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $190K.
iShares 3-7 Year Treasury Bond ETF made up 3.16% of Israel Discount Bank of New York's portfolio in Q2 2026, its #14 holding.
Israel Discount Bank of New York first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
Israel Discount Bank of New York's iShares 3-7 Year Treasury Bond ETF position peaked at $6.73M in Q3 2020.
659 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.