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

Ledyard National Bank’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	–	Sell	-1,913	Closed	-$229K	–	241
2025 Q3	$229K	Hold	1,913	–	–	0.02%	213
2025 Q2	$228K	Hold	1,913	–	–	0.02%	203
2025 Q1	$226K	Hold	1,913	–	–	0.02%	204
2024 Q4	$221K	Hold	1,913	–	–	0.02%	204
2024 Q3	$229K	Buy	+1,913	New	+$226K	0.02%	207
2014 Q1	–	Sell	-305	Closed	-$37K	–	706
2013 Q4	$37K	Hold	305	–	–	0.01%	291
2013 Q3	$37K	Hold	305	–	–	0.01%	249
2013 Q2	$37K	Buy	+305	New	+$37.5K	0.01%	240

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Ledyard National Bank's IEI Position: Q4 2025 in Review

Ledyard National Bank sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 1,913 shares — an estimated $229K sold.

Ledyard National Bank first reported a position in IEI in Q2 2013 and held it in 8 quarters. The position peaked at $229K in Q3 2024. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Ledyard National Bank reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Ledyard National Bank sold 1,913 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $229K.
Ledyard National Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 8 quarters.
Ledyard National Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $229K in Q3 2024.
846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Ledyard National Bank's 13F filing for Q4 2025, filed 21 Jan 2026.