RT
IEI icon

Rockland Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Rockland Trust’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 		$787K Sell
6,702
-160
-2% -$18.8K 0.03% 185
2026
Q1 		$814K Sell
6,862
-40
-0.6% -$4.77K 0.03% 169
2025
Q4 		$824K Buy
6,902
+103
+2% +$12.3K 0.03% 168
2025
Q3 		$813K Sell
6,799
-2
-0% -$238 0.03% 177
2025
Q2 		$810K Sell
6,801
-47
-0.7% -$5.54K 0.04% 146
2025
Q1 		$809K Buy
6,848
+207
+3% +$24.1K 0.04% 147
2024
Q4 		$767K Buy
6,641
+658
+11% +$76.8K 0.04% 157
2024
Q3 		$716K Sell
5,983
-2
-0% -$236 0.04% 161
2024
Q2 		$691K Buy
5,985
+81
+1% +$9.29K 0.04% 169
2024
Q1 		$684K Buy
5,904
+23
+0.4% +$2.67K 0.04% 172
2023
Q4 		$689K Sell
5,881
-67
-1% -$7.65K 0.04% 175
2023
Q3 		$673K Sell
5,948
-1
-0% -$114 0.04% 167
2023
Q2 		$686K Buy
5,949
+94
+2% +$11K 0.04% 173
2023
Q1 		$689K Buy
5,855
+153
+3% +$17.8K 0.04% 172
2022
Q4 		$655K Sell
5,702
-719
-11% -$82.4K 0.04% 179
2022
Q3 		$734K Buy
6,421
+247
+4% +$29.2K 0.05% 150
2022
Q2 		$737K Sell
6,174
-3
-0% -$359 0.05% 150
2022
Q1 		$754K Buy
6,177
+24
+0.4% +$3.01K 0.05% 165
2021
Q4 		$792K Sell
6,153
-69
-1% -$8.91K 0.05% 169
2021
Q3 		$810K Buy
6,222
+35
+0.6% +$4.59K 0.06% 155
2021
Q2 		$808K Buy
6,187
+317
+5% +$41.4K 0.06% 159
2021
Q1 		$762K Buy
5,870
+823
+16% +$108K 0.05% 162
2020
Q4 		$671K Buy
5,047
+77
+2% +$10.2K 0.05% 165
2020
Q3 		$664K Buy
4,970
+911
+22% +$122K 0.06% 160
2020
Q2 		$543K Sell
4,059
-95
-2% -$12.7K 0.05% 169
2020
Q1 		$554K Sell
4,154
-268
-6% -$34.5K 0.06% 157
2019
Q4 		$556K Buy
4,422
+1,876
+74% +$237K 0.05% 183
2019
Q3 		$325K Buy
2,546
+216
+9% +$27.3K 0.03% 217
2019
Q2 		$293K Sell
2,330
-467
-17% -$57.8K 0.03% 204
2019
Q1 		$345K Buy
2,797
+155
+6% +$18.9K 0.04% 186
2018
Q4 		$321K Buy
2,642
+20
+0.8% +$2.39K 0.04% 183
2018
Q3 		$312K Sell
2,622
-1,218
-32% -$146K 0.04% 178
2018
Q2 		$461K Sell
3,840
-1,122
-23% -$134K 0.06% 145
2018
Q1 		$599K Buy
4,962
+202
+4% +$24.4K 0.08% 132
2017
Q4 		$581K Buy
+4,760
New +$585K 0.07% 128

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
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

Rockland Trust's IEI Position: Q2 2026 in Review

Rockland Trust reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q2 2026, selling an estimated $18.8K and leaving 6,702 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #185.

Rockland Trust first reported a position in IEI in Q4 2017 and has held it in 35 quarters since. The position peaked at $824K in Q4 2025. 414 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Rockland Trust held 6,702 shares of iShares 3-7 Year Treasury Bond ETF worth $787K as of Q2 2026.
  • Rockland Trust sold 160 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #185 holding.
  • Rockland Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Rockland Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $824K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.