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
Q2 		$836K Sell
7,114
-267
-4% -$31.4K ﹤0.01% 876
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 $1.81T 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

Vontobel Holding's IEI Position: Q2 2026 in Review

Vontobel Holding reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.6% in Q2 2026, selling an estimated $31.4K and leaving 7,114 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Vontobel Holding first reported a position in IEI in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2023. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Vontobel Holding held 7,114 shares of iShares 3-7 Year Treasury Bond ETF worth $836K as of Q2 2026.
  • Vontobel Holding sold 267 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $31.4K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #876 holding.
  • Vontobel Holding first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Vontobel Holding's iShares 3-7 Year Treasury Bond ETF position peaked at $1.28M in Q2 2023.
  • 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.