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 Q3	$8.96K	Hold	79	–	–	﹤0.01%	478
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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Tompkins Financial's IEI Position: Q3 2026 in Review

Tompkins Financial held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 79 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Tompkins Financial first reported a position in IEI in Q3 2020 and has held it in 22 quarters since. The position peaked at $92K in Q1 2026. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Tompkins Financial held 79 shares of iShares 3-7 Year Treasury Bond ETF worth $8.96K as of Q3 2026.
Tompkins Financial left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #478 holding.
Tompkins Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 22 quarters since.
Tompkins Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $92K in Q1 2026.
44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.