Umpqua Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Umpqua Bank’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	$5.69M	Sell	48,433 -31,591	-39%	-$3.72M	1.28%	16
2026 Q1	$9.49M	Sell	80,024 -55,986	-41%	-$6.68M	2.71%	9
2025 Q4	$16.2M	Buy	136,010 +4,503	+3%	+$539K	4.51%	3
2025 Q3	$15.8M	Buy	131,507 +8,776	+7%	+$1.04M	4.41%	3
2025 Q2	$14.5M	Buy	122,731 +424	+0.3%	+$50K	4.41%	2
2025 Q1	$14.4M	Buy	122,307 +16,502	+16%	+$1.92M	5%	2
2024 Q4	$12.1M	Buy	105,805 +37,449	+55%	+$4.37M	4.2%	4
2024 Q3	$8.18M	Buy	+68,356	New	+$8.08M	2.99%	7

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

Umpqua Bank's IEI Position: Q2 2026 in Review

Umpqua Bank reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 39% in Q2 2026, selling an estimated $3.72M and leaving 48,433 shares worth $5.69M. The position accounts for 1.28% of the portfolio, ranked #16.

Umpqua Bank first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q4 2025. 805 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Umpqua Bank held 48,433 shares of iShares 3-7 Year Treasury Bond ETF worth $5.69M as of Q2 2026.
Umpqua Bank sold 31,591 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.72M.
iShares 3-7 Year Treasury Bond ETF made up 1.28% of Umpqua Bank's portfolio in Q2 2026, its #16 holding.
Umpqua Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Umpqua Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $16.2M in Q4 2025.
805 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.