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Wellington-Altus USA’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wellington-Altus USA’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 		$62.3K Hold
525
– – 0.04% 272
2026
Q1 		$61.7K Buy
525
+300
+133% +$35.8K 0.04% 307
2025
Q4 		$26.9K Buy
+225
New +$26.9K 0.02% 426

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

Wellington-Altus USA's IEI Position: Q2 2026 in Review

Wellington-Altus USA held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 525 shares worth $62.3K. The position accounts for 0.04% of the portfolio, ranked #272.

Wellington-Altus USA first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Wellington-Altus USA held 525 shares of iShares 3-7 Year Treasury Bond ETF worth $62.3K as of Q2 2026.
  • Wellington-Altus USA left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #272 holding.
  • Wellington-Altus USA first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.