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Zevin Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Zevin Asset Management’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
Q1 		$456K Sell
3,846
-1
-0% -$119 0.06% 67
2025
Q4 		$459K Buy
+3,847
New +$460K 0.06% 70

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zevin Asset Management's IEI Position: Q1 2026 in Review

Zevin Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.03% in Q1 2026, selling an estimated $119 and leaving 3,846 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #67.

Zevin Asset Management first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $459K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Zevin Asset Management held 3,846 shares of iShares 3-7 Year Treasury Bond ETF worth $456K as of Q1 2026.
  • Zevin Asset Management sold 1 iShares 3-7 Year Treasury Bond ETF share in Q1 2026, an estimated $119.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Zevin Asset Management's portfolio in Q1 2026, its #67 holding.
  • Zevin Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Zevin Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $459K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.