UBS Group
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UBS Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

UBS Group’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
2023
Q4 		– Sell
-1,000,100
Closed -$113M – 9572
2023
Q3 		$113M Buy
1,000,100
+100
+0% +$11.4K 0.04% 456
2023
Q2 		$115M Buy
+1,000,000
New +$117M 0.04% 441
2019
Q2 		– Sell
-600
Closed -$74K – 7990
2019
Q1 		$74K Hold
600
– – ﹤0.01% 5287
2018
Q4 		$73K Buy
+600
New +$71.6K ﹤0.01% 5802

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group's IEI Position: Q2 2026 in Review

UBS Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 37% in Q2 2026, selling an estimated $130M and leaving 1,877,272 shares worth $220M. The position accounts for 0.03% of the portfolio, ranked #612.

UBS Group first reported a position in IEI in Q4 2014 and has held it in 47 quarters since. The position peaked at $354M in Q1 2026. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • UBS Group held 1,877,272 shares of iShares 3-7 Year Treasury Bond ETF worth $220M as of Q2 2026.
  • UBS Group sold 1,107,855 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $130M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #612 holding.
  • UBS Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares 3-7 Year Treasury Bond ETF position peaked at $354M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.