Union Bancaire Privee’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Union Bancaire Privee’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	$2.98M	Buy	25,327 +1,399	+6%	+$165K	0.03%	208
2026 Q1	$2.83M	Buy	23,928 +1,301	+6%	+$155K	0.04%	190
2025 Q4	$2.71M	Buy	22,627 +20,037	+774%	+$2.4M	0.03%	196
2025 Q3	$309K	Buy	2,590 +1,874	+262%	+$223K	﹤0.01%	357
2025 Q2	$85.1K	Sell	716 -3,874	-84%	-$457K	﹤0.01%	406
2025 Q1	$534K	Sell	4,590 -432	-9%	-$50.3K	0.01%	306
2024 Q4	$564K	Buy	+5,022	New	+$586K	0.01%	318

Other funds holding IEI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Union Bancaire Privee's IEI Position: Q2 2026 in Review

Union Bancaire Privee increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.8% in Q2 2026, buying an estimated $165K and bringing the position to 25,327 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #208.

Union Bancaire Privee first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Union Bancaire Privee held 25,327 shares of iShares 3-7 Year Treasury Bond ETF worth $2.98M as of Q2 2026.
Union Bancaire Privee bought 1,399 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Union Bancaire Privee's portfolio in Q2 2026, its #208 holding.
Union Bancaire Privee first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.