TIAA Trust, National Association’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TIAA Trust, National Association’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	-38,639	Closed	-$4.61M	–	526
2025 Q4	$4.61M	Sell	38,639 -467	-1%	-$55.9K	0.01%	240
2025 Q3	$4.67M	Buy	39,106 +4,223	+12%	+$502K	0.01%	236
2025 Q2	$4.15M	Buy	34,883 +32,835	+1,603%	+$3.87M	0.01%	239
2025 Q1	$242K	Hold	2,048	–	–	﹤0.01%	587
2024 Q4	$237K	Buy	+2,048	New	+$239K	﹤0.01%	594

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

TIAA Trust, National Association's IEI Position: Q1 2026 in Review

TIAA Trust, National Association sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 38,639 shares — an estimated $4.61M sold.

TIAA Trust, National Association first reported a position in IEI in Q4 2024 and held it in 5 quarters. The position peaked at $4.67M in Q3 2025. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

TIAA Trust, National Association reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 38,639 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.61M.
TIAA Trust, National Association first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
TIAA Trust, National Association's iShares 3-7 Year Treasury Bond ETF position peaked at $4.67M in Q3 2025.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.