CacheTech Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CacheTech Inc’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	-2,421	Closed	-$289K	–	230
2025 Q3	$289K	Buy	2,421 +22	+0.9%	+$2.62K	0.06%	142
2025 Q2	$286K	Sell	2,399 -198	-8%	-$23.4K	0.05%	141
2025 Q1	$307K	Sell	2,597 -220	-8%	-$25.6K	0.06%	112
2024 Q4	$326K	Sell	2,817 -510	-15%	-$59.5K	0.06%	104
2024 Q3	$398K	Sell	3,327 -24	-0.7%	-$2.84K	0.09%	93
2024 Q2	$387K	Buy	+3,351	New	+$384K	0.09%	87

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

CacheTech Inc's IEI Position: Q4 2025 in Review

CacheTech Inc sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 2,421 shares — an estimated $289K sold.

CacheTech Inc first reported a position in IEI in Q2 2024 and held it in 6 quarters. The position peaked at $398K in Q3 2024. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

CacheTech Inc reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
CacheTech Inc sold 2,421 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $289K.
CacheTech Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
CacheTech Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $398K in Q3 2024.
848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on CacheTech Inc's 13F filing for Q4 2025, filed 18 Feb 2026.