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School Employees Retirement Board of Ohio’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

School Employees Retirement Board of 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
Q2 		$44.4M Buy
378,065
+167,350
+79% +$19.7M 16% 2
2026
Q1 		$25M Hold
210,715
– – 10.19% 3
2025
Q4 		$25.1M Sell
210,715
-210,715
-50% -$25.2M 12.29% 2
2025
Q3 		$50.4M Buy
421,430
+960
+0.2% +$114K 25.97% 2
2025
Q2 		$50.1M Buy
+420,470
New +$49.6M 28.62% 2

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

School Employees Retirement Board of Ohio's IEI Position: Q2 2026 in Review

School Employees Retirement Board of Ohio increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 79% in Q2 2026, buying an estimated $19.7M and bringing the position to 378,065 shares worth $44.4M. The position accounts for 16% of the portfolio, ranked #2.

School Employees Retirement Board of Ohio first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $50.4M in Q3 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • School Employees Retirement Board of Ohio held 378,065 shares of iShares 3-7 Year Treasury Bond ETF worth $44.4M as of Q2 2026.
  • School Employees Retirement Board of Ohio bought 167,350 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.7M.
  • iShares 3-7 Year Treasury Bond ETF made up 16% of School Employees Retirement Board of Ohio's portfolio in Q2 2026, its #2 holding.
  • School Employees Retirement Board of Ohio first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • School Employees Retirement Board of Ohio's iShares 3-7 Year Treasury Bond ETF position peaked at $50.4M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on School Employees Retirement Board of Ohio's 13F filing for Q2 2026, filed 13 Jul 2026.