MC
IEI icon

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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie's IEI Position: Q2 2026 in Review

Mirabaud & Cie reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.1% in Q2 2026, selling an estimated $22.8K and leaving 188,424 shares worth $22.1M. The position accounts for 8.88% of the portfolio, ranked #5.

Mirabaud & Cie first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q1 2026. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Mirabaud & Cie held 188,424 shares of iShares 3-7 Year Treasury Bond ETF worth $22.1M as of Q2 2026.
  • Mirabaud & Cie sold 194 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 8.88% of Mirabaud & Cie's portfolio in Q2 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 11 quarters since.
  • Mirabaud & Cie's iShares 3-7 Year Treasury Bond ETF position peaked at $22.4M in Q1 2026.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Mirabaud & Cie's 13F filing for Q2 2026, filed 8 Jul 2026.