TD Waterhouse Canada’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TD Waterhouse Canada’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	$1.25M	Buy	10,689 +379	+4%	+$44.6K	﹤0.01%	659
2026 Q1	$1.22M	Buy	10,310 +274	+3%	+$32.7K	﹤0.01%	647
2025 Q4	$1.2M	Buy	10,036 +691	+7%	+$82.7K	0.01%	538
2025 Q3	$1.12M	Buy	9,345 +4,537	+94%	+$540K	0.01%	545
2025 Q2	$570K	Sell	4,808 -125	-3%	-$14.7K	﹤0.01%	627
2025 Q1	$582K	Buy	4,933 +4,613	+1,442%	+$537K	﹤0.01%	615
2024 Q4	$37K	Buy	320 +49	+18%	+$5.72K	﹤0.01%	1149
2024 Q3	$32.4K	Sell	271 -5	-2%	-$591	﹤0.01%	1141
2024 Q2	$31.7K	Buy	276 +5	+2%	+$573	﹤0.01%	1130
2024 Q1	$31.1K	Hold	271	–	–	﹤0.01%	1157
2023 Q4	$31.6K	Buy	271 +270	+27,000%	+$30.8K	﹤0.01%	1045
2023 Q3	$112	Hold	1	–	–	﹤0.01%	1660
2023 Q2	$115	Hold	1	–	–	﹤0.01%	1698
2023 Q1	$118	Hold	1	–	–	﹤0.01%	1698
2022 Q4	$115	Hold	1	–	–	﹤0.01%	1662
2022 Q3	$115	Hold	1	–	–	﹤0.01%	1675
2022 Q2	$120	Hold	1	–	–	﹤0.01%	1712
2022 Q1	$121	Hold	1	–	–	﹤0.01%	1750
2021 Q4	$128	Buy	+1	New	+$129	﹤0.01%	1717

Other funds holding IEI

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

TD Waterhouse Canada's IEI Position: Q2 2026 in Review

TD Waterhouse Canada increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.7% in Q2 2026, buying an estimated $44.6K and bringing the position to 10,689 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #659.

TD Waterhouse Canada first reported a position in IEI in Q4 2021 and has held it in 19 quarters since. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

TD Waterhouse Canada held 10,689 shares of iShares 3-7 Year Treasury Bond ETF worth $1.25M as of Q2 2026.
TD Waterhouse Canada bought 379 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $44.6K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #659 holding.
TD Waterhouse Canada first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.