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

Webster 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	$68.9K	Sell	587 -916	-61%	-$108K	0.01%	340
2026 Q1	$178K	Buy	1,503 +856	+132%	+$102K	0.02%	245
2025 Q4	$77.2K	Buy	647 +290	+81%	+$34.7K	0.01%	306
2025 Q3	$42.7K	Buy	357 +12	+3%	+$1.43K	﹤0.01%	379
2025 Q2	$41.1K	Buy	345 +10	+3%	+$1.18K	﹤0.01%	383
2025 Q1	$39.6K	Buy	335 +275	+458%	+$32K	﹤0.01%	374
2024 Q4	$6.93K	Hold	60	–	–	﹤0.01%	512
2024 Q3	$7.18K	Hold	60	–	–	﹤0.01%	510
2024 Q2	$6.93K	Hold	60	–	–	﹤0.01%	521
2024 Q1	$6.95K	Hold	60	–	–	﹤0.01%	505
2023 Q4	$7.03K	Hold	60	–	–	﹤0.01%	512
2023 Q3	$6.79K	Buy	+60	New	+$6.86K	﹤0.01%	491
2023 Q1	–	Sell	-19	Closed	-$2K	–	571
2022 Q4	$2K	Hold	19	–	–	﹤0.01%	518
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	521
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	516
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	523
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	529
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	521
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	507
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	526
2020 Q4	$3K	Hold	19	–	–	﹤0.01%	507
2020 Q3	$3K	Hold	19	–	–	﹤0.01%	487
2020 Q2	$3K	Hold	19	–	–	﹤0.01%	480
2020 Q1	$3K	Hold	19	–	–	﹤0.01%	477
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	508
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	498
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	486
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	488
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	484
2018 Q3	$2K	Buy	+19	New	+$2.27K	﹤0.01%	502
2017 Q2	–	Sell	-236	Closed	-$29K	–	558
2017 Q1	$29K	Buy	+236	New	+$29K	﹤0.01%	427

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

Webster Bank's IEI Position: Q2 2026 in Review

Webster Bank reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 61% in Q2 2026, selling an estimated $108K and leaving 587 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Webster Bank first reported a position in IEI in Q1 2017 and has held it in 31 quarters since. The position peaked at $178K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Webster Bank held 587 shares of iShares 3-7 Year Treasury Bond ETF worth $68.9K as of Q2 2026.
Webster Bank sold 916 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Webster Bank's portfolio in Q2 2026, its #340 holding.
Webster Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and has held it in 31 quarters since.
Webster Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $178K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.