SouthState Corp’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

SouthState Corp’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	$255K	Sell	2,175 -22	-1%	-$2.59K	0.01%	323
2026 Q1	$261K	Sell	2,197 -89	-4%	-$10.6K	0.01%	296
2025 Q4	$273K	Buy	2,286 +111	+5%	+$13.3K	0.01%	294
2025 Q3	$260K	Sell	2,175 -30	-1%	-$3.57K	0.01%	297
2025 Q2	$263K	Buy	2,205 +30	+1%	+$3.54K	0.01%	320
2025 Q1	$257K	Buy	+2,175	New	+$253K	0.01%	322
2022 Q4	–	Sell	-68	Closed	-$8K	–	713
2022 Q3	$8K	Hold	68	–	–	﹤0.01%	558
2022 Q2	$8K	Hold	68	–	–	﹤0.01%	599
2022 Q1	$8K	Buy	+68	New	+$8.53K	﹤0.01%	613

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SouthState Corp's IEI Position: Q2 2026 in Review

SouthState Corp reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1% in Q2 2026, selling an estimated $2.59K and leaving 2,175 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #323.

SouthState Corp first reported a position in IEI in Q1 2022 and has held it in 9 quarters since. The position peaked at $273K in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

SouthState Corp held 2,175 shares of iShares 3-7 Year Treasury Bond ETF worth $255K as of Q2 2026.
SouthState Corp sold 22 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.59K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #323 holding.
SouthState Corp first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
SouthState Corp's iShares 3-7 Year Treasury Bond ETF position peaked at $273K in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.