Mirabaud & Cie’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mirabaud & Cie’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 Q3	$15.4M	Sell	135,361 -53,063	-28%	-$6.15M	5.94%	5
2026 Q2	$22.1M	Sell	188,424 -194	-0.1%	-$22.8K	8.88%	5
2026 Q1	$22.4M	Buy	188,618 +4,173	+2%	+$498K	9.11%	5
2025 Q4	$22M	Buy	184,445 +25,353	+16%	+$3.03M	7.1%	5
2025 Q3	$19M	Buy	159,092 +16,121	+11%	+$1.92M	6.04%	5
2025 Q2	$17M	Buy	142,971 +11,045	+8%	+$1.3M	5.42%	5
2025 Q1	$15.6M	Buy	131,926 +13,935	+12%	+$1.62M	5.32%	6
2024 Q4	$13.6M	Buy	117,991 +1,323	+1%	+$154K	4.38%	7
2024 Q3	$14M	Buy	116,668 +1,713	+1%	+$202K	4.04%	7
2024 Q2	$13.3M	Sell	114,955 -3,000	-3%	-$344K	4.49%	6
2024 Q1	$13.7M	Sell	117,955 -1,487	-1%	-$173K	4.82%	6
2023 Q4	$14M	Buy	+119,442	New	+$13.6M	4.66%	6

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Mirabaud & Cie's IEI Position: Q3 2026 in Review

Mirabaud & Cie reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 28% in Q3 2026, selling an estimated $6.15M and leaving 135,361 shares worth $15.4M. The position accounts for 5.94% of the portfolio, ranked #5.

Mirabaud & Cie first reported a position in IEI in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.4M in Q1 2026. 346 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Mirabaud & Cie held 135,361 shares of iShares 3-7 Year Treasury Bond ETF worth $15.4M as of Q3 2026.
Mirabaud & Cie sold 53,063 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $6.15M.
iShares 3-7 Year Treasury Bond ETF made up 5.94% of Mirabaud & Cie's portfolio in Q3 2026, its #5 holding.
Mirabaud & Cie first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Mirabaud & Cie's iShares 3-7 Year Treasury Bond ETF position peaked at $22.4M in Q1 2026.
346 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Mirabaud & Cie's 13F filing for Q3 2026, filed 27 Oct 2026.