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TIAA Wealth Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TIAA Wealth Investment Management’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 		$47.6K Buy
404
+131
+48% +$15.4K ﹤0.01% 457
2026
Q1 		$32.3K Buy
+273
New +$32.6K ﹤0.01% 441

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

TIAA Wealth Investment Management's IEI Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 48% in Q2 2026, buying an estimated $15.4K and bringing the position to 404 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

TIAA Wealth Investment Management first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • TIAA Wealth Investment Management held 404 shares of iShares 3-7 Year Treasury Bond ETF worth $47.6K as of Q2 2026.
  • TIAA Wealth Investment Management bought 131 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.4K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #457 holding.
  • TIAA Wealth Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.