Tompkins Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tompkins Financial’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	$9.28K	Sell	79 -697	-90%	-$82.1K	﹤0.01%	459
2026 Q1	$92K	Buy	776 +697	+882%	+$83.1K	0.01%	263
2025 Q4	$9.43K	Hold	79	–	–	﹤0.01%	448
2025 Q3	$9.44K	Sell	79 -78	-50%	-$9.28K	﹤0.01%	448
2025 Q2	$18.7K	Hold	157	–	–	﹤0.01%	398
2025 Q1	$18.5K	Hold	157	–	–	﹤0.01%	412
2024 Q4	$18.1K	Hold	157	–	–	﹤0.01%	400
2024 Q3	$18.8K	Hold	157	–	–	﹤0.01%	423
2024 Q2	$18.1K	Hold	157	–	–	﹤0.01%	444
2024 Q1	$18.2K	Hold	157	–	–	﹤0.01%	441
2023 Q4	$18.4K	Hold	157	–	–	﹤0.01%	432
2023 Q3	$17.8K	Hold	157	–	–	﹤0.01%	415
2023 Q2	$18.1K	Hold	157	–	–	﹤0.01%	417
2023 Q1	$18.5K	Hold	157	–	–	﹤0.01%	427
2022 Q4	$18K	Hold	157	–	–	﹤0.01%	422
2022 Q3	$18K	Hold	157	–	–	﹤0.01%	420
2022 Q2	$19K	Hold	157	–	–	﹤0.01%	412
2022 Q1	$19K	Buy	+157	New	+$19.7K	﹤0.01%	435
2021 Q1	$64K	Hold	490	–	–	0.01%	226
2020 Q4	$65K	Hold	490	–	–	0.01%	217
2020 Q3	$65K	Buy	+490	New	+$65.5K	0.01%	213

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tompkins Financial's IEI Position: Q2 2026 in Review

Tompkins Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 90% in Q2 2026, selling an estimated $82.1K and leaving 79 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Tompkins Financial first reported a position in IEI in Q3 2020 and has held it in 21 quarters since. The position peaked at $92K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Tompkins Financial held 79 shares of iShares 3-7 Year Treasury Bond ETF worth $9.28K as of Q2 2026.
Tompkins Financial sold 697 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.1K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #459 holding.
Tompkins Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 21 quarters since.
Tompkins Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $92K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.