Turim 21 Investimentos’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Turim 21 Investimentos’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	$273K	Hold	2,335	–	–	0.04%	38
2026 Q1	$276K	Buy	2,335 +168	+8%	+$20K	0.07%	33
2025 Q4	$259K	Sell	2,167 -7,048	-76%	-$843K	0.1%	35
2025 Q3	$1.1M	Sell	9,215 -22,445	-71%	-$2.67M	0.37%	22
2025 Q2	$3.76M	Buy	31,660 +1,700	+6%	+$201K	0.74%	14
2025 Q1	$3.53M	Buy	+29,960	New	+$3.49M	0.95%	14
2021 Q1	–	Sell	-78	Closed	-$10K	–	132
2020 Q4	$10K	Buy	+78	New	+$10.4K	0.05%	71

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

Turim 21 Investimentos's IEI Position: Q2 2026 in Review

Turim 21 Investimentos held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,335 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #38.

Turim 21 Investimentos first reported a position in IEI in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.76M in Q2 2025. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Turim 21 Investimentos held 2,335 shares of iShares 3-7 Year Treasury Bond ETF worth $273K as of Q2 2026.
Turim 21 Investimentos left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Turim 21 Investimentos's portfolio in Q2 2026, its #38 holding.
Turim 21 Investimentos first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 7 quarters since.
Turim 21 Investimentos's iShares 3-7 Year Treasury Bond ETF position peaked at $3.76M in Q2 2025.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Turim 21 Investimentos's 13F filing for Q2 2026, filed 10 Aug 2026.