J. Safra Sarasin Holding’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

J. Safra Sarasin Holding’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	$1.12M	Hold	9,485	–	–	0.02%	366
2026 Q1	$1.12M	Buy	9,485 +2,281	+32%	+$272K	0.02%	270
2025 Q4	$860K	Buy	7,204 +1,526	+27%	+$183K	0.01%	336
2025 Q3	$679K	Buy	5,678 +2,382	+72%	+$283K	0.01%	382
2025 Q2	$393K	Buy	+3,296	New	+$389K	0.01%	380

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

J. Safra Sarasin Holding's IEI Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 9,485 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #366.

J. Safra Sarasin Holding first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

J. Safra Sarasin Holding held 9,485 shares of iShares 3-7 Year Treasury Bond ETF worth $1.12M as of Q2 2026.
J. Safra Sarasin Holding left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #366 holding.
J. Safra Sarasin Holding first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.