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Peoples Bank (Ohio)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Peoples Bank (Ohio)’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 		$258K Sell
2,175
-6,231
-74% -$743K 0.16% 85
2025
Q4 		$1M Buy
8,406
+1,337
+19% +$160K 0.62% 33
2025
Q3 		$845K Hold
7,069
– – 0.52% 39
2025
Q2 		$842K Hold
7,069
– – 0.52% 37
2025
Q1 		$835K Sell
7,069
-1,200
-15% -$140K 0.55% 36
2024
Q4 		$955K Hold
8,269
– – 0.56% 39
2024
Q3 		$989K Sell
8,269
-987
-11% -$117K 0.51% 44
2024
Q2 		$1.07M Hold
9,256
– – 0.55% 40
2024
Q1 		$1.07M Hold
9,256
– – 0.6% 38
2023
Q4 		$1.08M Sell
9,256
-215
-2% -$24.5K 0.64% 34
2023
Q3 		$1.07M Sell
9,471
-736
-7% -$84.2K 0.7% 33
2023
Q2 		$1.18M Sell
10,207
-985
-9% -$115K 0.72% 29
2023
Q1 		$1.32M Sell
11,192
-1,360
-11% -$158K 0.84% 26
2022
Q4 		$1.44M Sell
12,552
-45,508
-78% -$5.22M 0.93% 25
2022
Q3 		$6.63M Sell
58,060
-1,677
-3% -$198K 4.44% 4
2022
Q2 		$7.13M Buy
59,737
+17,008
+40% +$2.03M 4.41% 4
2022
Q1 		$5.21M Buy
42,729
+7,144
+20% +$896K 2.62% 10
2021
Q4 		$4.58M Buy
35,585
+493
+1% +$63.7K 2.26% 11
2021
Q3 		$4.57M Buy
35,092
+197
+0.6% +$25.8K 2.43% 11
2021
Q2 		$4.55M Buy
34,895
+382
+1% +$49.9K 2.39% 12
2021
Q1 		$4.48M Sell
34,513
-17,122
-33% -$2.25M 2.43% 12
2020
Q4 		$6.87M Sell
51,635
-7,165
-12% -$953K 4.04% 7
2020
Q3 		$7.86M Buy
58,800
+1,691
+3% +$226K 5.34% 3
2020
Q2 		$7.63M Buy
57,109
+2,523
+5% +$336K 5.39% 3
2020
Q1 		$7.28M Buy
54,586
+3,341
+7% +$430K 6% 3
2019
Q4 		$6.44M Sell
51,245
-1,046
-2% -$132K 3.96% 4
2019
Q3 		$6.63M Sell
52,291
-757
-1% -$95.7K 4.26% 4
2019
Q2 		$6.67M Buy
53,048
+3,311
+7% +$409K 4.21% 4
2019
Q1 		$6.13M Buy
49,737
+10,385
+26% +$1.26M 3.87% 4
2018
Q4 		$4.78M Buy
39,352
+36,052
+1,092% +$4.3M 3.21% 5
2018
Q3 		$393K Hold
3,300
– – 0.23% 69
2018
Q2 		$396K Hold
3,300
– – 0.23% 66
2018
Q1 		$398K Buy
3,300
+50
+2% +$6.03K 0.23% 65
2017
Q4 		$397K Buy
3,250
+100
+3% +$12.3K 0.23% 67
2017
Q3 		$389K Buy
3,150
+225
+8% +$27.9K 0.21% 66
2017
Q2 		$361K Buy
2,925
+150
+5% +$18.6K 0.2% 70
2017
Q1 		$341K Hold
2,775
– – 0.19% 73
2016
Q4 		$340K Hold
2,775
– – 0.2% 70
2016
Q3 		$351K Buy
2,775
+100
+4% +$12.7K 0.22% 62
2016
Q2 		$341K Hold
2,675
– – 0.21% 62
2016
Q1 		$337K Buy
2,675
+250
+10% +$31.2K 0.22% 63
2015
Q4 		$297K Buy
+2,425
New +$300K 0.18% 76

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peoples Bank (Ohio)'s IEI Position: Q1 2026 in Review

Peoples Bank (Ohio) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 74% in Q1 2026, selling an estimated $743K and leaving 2,175 shares worth $258K. The position accounts for 0.16% of the portfolio, ranked #85.

Peoples Bank (Ohio) first reported a position in IEI in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.86M in Q3 2020. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Peoples Bank (Ohio) held 2,175 shares of iShares 3-7 Year Treasury Bond ETF worth $258K as of Q1 2026.
  • Peoples Bank (Ohio) sold 6,231 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $743K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Peoples Bank (Ohio)'s portfolio in Q1 2026, its #85 holding.
  • Peoples Bank (Ohio) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • Peoples Bank (Ohio)'s iShares 3-7 Year Treasury Bond ETF position peaked at $7.86M in Q3 2020.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.