Cadence Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cadence Bank’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	$580K	Hold	4,858	–	–	0.03%	219
2025 Q3	$581K	Hold	4,858	–	–	0.04%	222
2025 Q2	$579K	Hold	4,858	–	–	0.04%	219
2025 Q1	$574K	Hold	4,858	–	–	0.04%	210
2024 Q4	$561K	Sell	4,858 -1,217	-20%	-$142K	0.04%	215
2024 Q3	$727K	Buy	+6,075	New	+$718K	0.05%	190
2024 Q2	–	Sell	-9,528	Closed	-$1.1M	–	313
2024 Q1	$1.1M	Sell	9,528 -365	-4%	-$42.4K	0.08%	154
2023 Q4	$1.16M	Hold	9,893	–	–	0.09%	143
2023 Q3	$1.12M	Hold	9,893	–	–	0.1%	140
2023 Q2	$1.14M	Sell	9,893 -2,712	-22%	-$318K	0.1%	142
2023 Q1	$1.48M	Buy	12,605 +6,317	+100%	+$734K	0.14%	120
2022 Q4	$722K	Buy	6,288 +4,062	+182%	+$466K	0.07%	184
2022 Q3	$255K	Buy	+2,226	New	+$263K	0.03%	291

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Cadence Bank's IEI Position: Q4 2025 in Review

Cadence Bank held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2025 at 4,858 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #219.

Cadence Bank first reported a position in IEI in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.48M in Q1 2023. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Cadence Bank held 4,858 shares of iShares 3-7 Year Treasury Bond ETF worth $580K as of Q4 2025.
Cadence Bank left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2025.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Cadence Bank's portfolio in Q4 2025, its #219 holding.
Cadence Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $1.48M in Q1 2023.
846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.