Vontobel Holding
IEI icon

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

Vontobel Holding’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
Q1 		$875K Buy
7,381
+300
+4% +$35.8K ﹤0.01% 686
2025
Q4 		$845K Buy
7,081
+296
+4% +$35.4K ﹤0.01% 801
2025
Q3 		$811K Sell
6,785
-2,350
-26% -$280K ﹤0.01% 791
2025
Q2 		$1.09M Sell
9,135
-473
-5% -$55.8K ﹤0.01% 658
2025
Q1 		$1.14M Sell
9,608
-356
-4% -$41.5K ﹤0.01% 550
2024
Q4 		$1.15M Buy
9,964
+444
+5% +$51.8K ﹤0.01% 559
2024
Q3 		$1.14M Sell
9,520
-11
-0.1% -$1.3K ﹤0.01% 558
2024
Q2 		$1.1M Buy
9,531
+33
+0.3% +$3.78K ﹤0.01% 550
2024
Q1 		$1.1M Sell
9,498
-724
-7% -$84K 0.01% 557
2023
Q4 		$1.2M Buy
10,222
+32
+0.3% +$3.65K 0.01% 549
2023
Q3 		$1.15M Sell
10,190
-954
-9% -$109K 0.01% 551
2023
Q2 		$1.28M Buy
11,144
+1,977
+22% +$232K 0.01% 532
2023
Q1 		$1.08M Buy
9,167
+1,777
+24% +$207K 0.01% 566
2022
Q4 		$849K Sell
7,390
-574
-7% -$65.8K 0.01% 613
2022
Q3 		$910K Buy
7,964
+5,144
+182% +$609K 0.01% 558
2022
Q2 		$337K Buy
+2,820
New +$337K ﹤0.01% 816
2021
Q4 		– Sell
-652
Closed -$85K – 1130
2021
Q3 		$85K Buy
+652
New +$85.5K ﹤0.01% 1111

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Holding's IEI Position: Q1 2026 in Review

Vontobel Holding increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.2% in Q1 2026, buying an estimated $35.8K and bringing the position to 7,381 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Vontobel Holding first reported a position in IEI in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.28M in Q2 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Vontobel Holding held 7,381 shares of iShares 3-7 Year Treasury Bond ETF worth $875K as of Q1 2026.
  • Vontobel Holding bought 300 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $35.8K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #686 holding.
  • Vontobel Holding first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Vontobel Holding's iShares 3-7 Year Treasury Bond ETF position peaked at $1.28M in Q2 2023.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.