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TD Private Client Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TD Private Client Wealth’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 		$46.3M Sell
394,622
-16,218
-4% -$1.91M 0.85% 26
2026
Q1 		$48.7M Sell
410,840
-3,008
-0.7% -$359K 1.01% 20
2025
Q4 		$49.4M Buy
413,848
+3,904
+1% +$467K 1.05% 19
2025
Q3 		$49M Buy
409,944
+54,960
+15% +$6.54M 1.1% 19
2025
Q2 		$42.3M Sell
354,984
-9,614
-3% -$1.13M 1.04% 21
2025
Q1 		$43.1M Sell
364,598
-8,798
-2% -$1.02M 1.19% 17
2024
Q4 		$43.1M Buy
373,396
+11,529
+3% +$1.35M 1.21% 16
2024
Q3 		$43.3M Buy
361,867
+543
+0.2% +$64.2K 1.24% 17
2024
Q2 		$41.7M Buy
361,324
+47,940
+15% +$5.5M 1.31% 14
2024
Q1 		$36.3M Buy
313,384
+27,551
+10% +$3.2M 1.19% 16
2023
Q4 		$33.5M Buy
285,833
+74,713
+35% +$8.53M 1.21% 14
2023
Q3 		$23.9M Buy
211,120
+6,386
+3% +$730K 1.03% 16
2023
Q2 		$23.6M Buy
204,734
+32,933
+19% +$3.86M 1.02% 16
2023
Q1 		$20.2M Buy
171,801
+40,154
+31% +$4.67M 0.91% 21
2022
Q4 		$15.1M Sell
131,647
-10,696
-8% -$1.23M 0.71% 29
2022
Q3 		$16.3M Buy
142,343
+13,437
+10% +$1.59M 0.83% 22
2022
Q2 		$15.4M Buy
128,906
+31,405
+32% +$3.75M 0.75% 23
2022
Q1 		$11.9M Sell
97,501
-5,446
-5% -$683K 0.51% 36
2021
Q4 		$13.2M Sell
102,947
-3,406
-3% -$440K 0.55% 31
2021
Q3 		$13.8M Buy
106,353
+4,692
+5% +$615K 0.59% 33
2021
Q2 		$13.3M Buy
101,661
+9,371
+10% +$1.22M 0.57% 32
2021
Q1 		$12M Buy
92,290
+8,947
+11% +$1.18M 0.56% 34
2020
Q4 		$11.1M Buy
83,343
+8,848
+12% +$1.18M 0.56% 35
2020
Q3 		$9.95M Buy
74,495
+5,077
+7% +$678K 0.56% 36
2020
Q2 		$9.28M Buy
69,418
+8,695
+14% +$1.16M 0.54% 40
2020
Q1 		$8.1M Buy
60,723
+2,635
+5% +$340K 0.58% 39
2019
Q4 		$7.3M Buy
+58,088
New +$7.34M 0.44% 54

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

TD Private Client Wealth's IEI Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.9% in Q2 2026, selling an estimated $1.91M and leaving 394,622 shares worth $46.3M. The position accounts for 0.85% of the portfolio, ranked #26.

TD Private Client Wealth first reported a position in IEI in Q4 2019 and has held it in 27 quarters since. The position peaked at $49.4M in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • TD Private Client Wealth held 394,622 shares of iShares 3-7 Year Treasury Bond ETF worth $46.3M as of Q2 2026.
  • TD Private Client Wealth sold 16,218 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.91M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.85% of TD Private Client Wealth's portfolio in Q2 2026, its #26 holding.
  • TD Private Client Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $49.4M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.