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WhitTier Trust Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WhitTier Trust Company’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 		$91.8K Sell
786
-100
-11% -$11.8K ﹤0.01% 617
2026
Q1 		$105K Hold
886
– – ﹤0.01% 591
2025
Q4 		$106K Hold
886
– – ﹤0.01% 575
2025
Q3 		$106K Hold
886
– – ﹤0.01% 556
2025
Q2 		$106K Hold
886
– – ﹤0.01% 619
2025
Q1 		$105K Hold
886
– – ﹤0.01% 610
2024
Q4 		$102K Sell
886
-1,990
-69% -$232K ﹤0.01% 607
2024
Q3 		$344K Buy
2,876
+34
+1% +$4.02K 0.01% 402
2024
Q2 		$328K Hold
2,842
– – 0.01% 395
2024
Q1 		$329K Hold
2,842
– – 0.01% 391
2023
Q4 		$333K Sell
2,842
-13
-0.5% -$1.48K 0.01% 389
2023
Q3 		$323K Hold
2,855
– – 0.01% 382
2023
Q2 		$329K Hold
2,855
– – 0.01% 397
2023
Q1 		$336K Sell
2,855
-9
-0.3% -$1.05K 0.01% 391
2022
Q4 		$329K Sell
2,864
-1,678
-37% -$192K 0.01% 393
2022
Q3 		$519K Buy
4,542
+211
+5% +$25K 0.02% 331
2022
Q2 		$517K Buy
4,331
+425
+11% +$50.8K 0.02% 332
2022
Q1 		$477K Buy
3,906
+374
+11% +$46.9K 0.02% 351
2021
Q4 		$455K Hold
3,532
– – 0.02% 358
2021
Q3 		$460K Buy
3,532
+795
+29% +$104K 0.02% 348
2021
Q2 		$357K Buy
2,737
+72
+3% +$9.4K 0.01% 377
2021
Q1 		$346K Hold
2,665
– – 0.02% 375
2020
Q4 		$354K Buy
2,665
+86
+3% +$11.4K 0.02% 362
2020
Q3 		$344K Hold
2,579
– – 0.02% 350
2020
Q2 		$344K Sell
2,579
-125
-5% -$16.7K 0.02% 336
2020
Q1 		$361K Buy
2,704
+38
+1% +$4.9K 0.03% 304
2019
Q4 		$335K Sell
2,666
-322
-11% -$40.7K 0.02% 350
2019
Q3 		$379K Hold
2,988
– – 0.03% 330
2019
Q2 		$376K Hold
2,988
– – 0.03% 321
2019
Q1 		$368K Hold
2,988
– – 0.03% 317
2018
Q4 		$363K Hold
2,988
– – 0.03% 305
2018
Q3 		$355K Buy
2,988
+108
+4% +$12.9K 0.03% 309
2018
Q2 		$346K Hold
2,880
– – 0.03% 306
2018
Q1 		$348K Sell
2,880
-105
-4% -$12.7K 0.03% 304
2017
Q4 		$364K Sell
2,985
-1,286
-30% -$158K 0.03% 290
2017
Q3 		$527K Buy
4,271
+1,694
+66% +$210K 0.05% 248
2017
Q2 		$318K Buy
2,577
+1,600
+164% +$198K 0.03% 298
2017
Q1 		$120K Buy
977
+652
+201% +$80K 0.01% 397
2016
Q4 		$40K Sell
325
-1,140
-78% -$141K ﹤0.01% 571
2016
Q3 		$185K Hold
1,465
– – 0.02% 340
2016
Q2 		$187K Hold
1,465
– – 0.02% 351
2016
Q1 		$185K Buy
+1,465
New +$183K 0.02% 343

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

WhitTier Trust Company's IEI Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 11% in Q2 2026, selling an estimated $11.8K and leaving 786 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

WhitTier Trust Company first reported a position in IEI in Q1 2016 and has held it in 42 quarters since. The position peaked at $527K in Q3 2017. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • WhitTier Trust Company held 786 shares of iShares 3-7 Year Treasury Bond ETF worth $91.8K as of Q2 2026.
  • WhitTier Trust Company sold 100 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.8K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #617 holding.
  • WhitTier Trust Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and has held it in 42 quarters since.
  • WhitTier Trust Company's iShares 3-7 Year Treasury Bond ETF position peaked at $527K in Q3 2017.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.