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

Wells Fargo’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
2025 Q4	–	Sell	-75,000	Closed	-$8.96M	–	7230
2025 Q3	$8.96M	Sell	75,000 -75,000	-50%	-$8.92M	﹤0.01%	2096
2025 Q2	$17.9M	Sell	150,000 -106,500	-42%	-$12.6M	﹤0.01%	1487
2025 Q1	$30.3M	Sell	256,500 -43,500	-15%	-$5.07M	0.01%	1067
2024 Q4	$34.7M	Buy	+300,000	New	+$35M	0.01%	998

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 22.9% 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

Wells Fargo's IEI Position: Q2 2026 in Review

Wells Fargo increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.8% in Q2 2026, buying an estimated $17.3M and bringing the position to 2,299,590 shares worth $270M. The position accounts for 0.04% of the portfolio, ranked #343.

Wells Fargo first reported a position in IEI in Q2 2013 and has held it in 53 quarters since. The position peaked at $344M in Q1 2016. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Wells Fargo held 2,299,590 shares of iShares 3-7 Year Treasury Bond ETF worth $270M as of Q2 2026.
Wells Fargo bought 147,285 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.3M.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Wells Fargo's portfolio in Q2 2026, its #343 holding.
Wells Fargo first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's iShares 3-7 Year Treasury Bond ETF position peaked at $344M in Q1 2016.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.