TCTC Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TCTC Holdings’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	–	Sell	-429	Closed	-$51.2K	–	375
2025 Q4	$51.2K	Hold	429	–	–	﹤0.01%	345
2025 Q3	$51.3K	Hold	429	–	–	﹤0.01%	335
2025 Q2	$51.1K	Hold	429	–	–	﹤0.01%	345
2025 Q1	$50.7K	Hold	429	–	–	﹤0.01%	331
2024 Q4	$49.6K	Hold	429	–	–	﹤0.01%	328
2024 Q3	$51.3K	Hold	429	–	–	﹤0.01%	313
2024 Q2	$49.5K	Hold	429	–	–	﹤0.01%	319
2024 Q1	$49.7K	Sell	429 -63	-13%	-$7.31K	﹤0.01%	302
2023 Q4	$57.6K	Hold	492	–	–	﹤0.01%	291
2023 Q3	$55.7K	Buy	492 +429	+681%	+$49.1K	﹤0.01%	264
2023 Q2	$7.26K	Hold	63	–	–	﹤0.01%	373
2023 Q1	$7.41K	Hold	63	–	–	﹤0.01%	411
2022 Q4	$7.24K	Hold	63	–	–	﹤0.01%	379
2022 Q3	$7K	Buy	+63	New	+$7.46K	﹤0.01%	370
2020 Q3	–	Sell	-258	Closed	-$34K	–	389
2020 Q2	$34K	Buy	+258	New	+$34.4K	﹤0.01%	262

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TCTC Holdings's IEI Position: Q1 2026 in Review

TCTC Holdings sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 429 shares — an estimated $51.2K sold.

TCTC Holdings first reported a position in IEI in Q2 2020 and held it in 15 quarters. The position peaked at $57.6K in Q4 2023. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

TCTC Holdings reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 429 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $51.2K.
TCTC Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 15 quarters.
TCTC Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $57.6K in Q4 2023.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.