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

NBT 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
2026 Q1	$397K	Hold	3,350	–	–	0.03%	291
2025 Q4	$400K	Hold	3,350	–	–	0.03%	297
2025 Q3	$400K	Hold	3,350	–	–	0.03%	296
2025 Q2	$399K	Hold	3,350	–	–	0.03%	295
2025 Q1	$396K	Sell	3,350 -5,475	-62%	-$638K	0.03%	293
2024 Q4	$1.02M	Hold	8,825	–	–	0.07%	210
2024 Q3	$1.06M	Sell	8,825 -405	-4%	-$47.9K	0.07%	210
2024 Q2	$1.07M	Hold	9,230	–	–	0.08%	202
2024 Q1	$1.07M	Hold	9,230	–	–	0.08%	195
2023 Q4	$1.08M	Hold	9,230	–	–	0.08%	195
2023 Q3	$1.04M	Buy	9,230 +190	+2%	+$21.7K	0.1%	164
2023 Q2	$1.04M	Buy	9,040 +2,650	+41%	+$310K	0.15%	131
2023 Q1	$752K	Hold	6,390	–	–	0.11%	145
2022 Q4	$734K	Hold	6,390	–	–	0.11%	145
2022 Q3	$730K	Buy	+6,390	New	+$756K	0.12%	140

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 $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NBT Bank's IEI Position: Q1 2026 in Review

NBT Bank held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 3,350 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #291.

NBT Bank first reported a position in IEI in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

NBT Bank held 3,350 shares of iShares 3-7 Year Treasury Bond ETF worth $397K as of Q1 2026.
NBT Bank left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of NBT Bank's portfolio in Q1 2026, its #291 holding.
NBT Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
NBT Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $1.08M in Q4 2023.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.