Cadinha & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cadinha & Co’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	$1.17M	Buy	+9,968	New	+$1.17M	0.17%	55
2022 Q3	–	Sell	-4,282	Closed	-$511K	–	99
2022 Q2	$511K	Sell	4,282 -2,997	-41%	-$358K	0.11%	63
2022 Q1	$888K	Buy	7,279 +397	+6%	+$49.8K	0.13%	64
2021 Q4	$886K	Buy	6,882 +590	+9%	+$76.2K	0.12%	66
2021 Q3	$819K	Buy	6,292 +731	+13%	+$95.9K	0.12%	69
2021 Q2	$726K	Buy	5,561 +311	+6%	+$40.6K	0.1%	72
2021 Q1	$682K	Buy	5,250 +518	+11%	+$68.1K	0.1%	70
2020 Q4	$629K	Buy	4,732 +905	+24%	+$120K	0.09%	68
2020 Q3	$511K	Buy	+3,827	New	+$511K	0.09%	66
2020 Q1	–	Sell	-2,239	Closed	-$282K	–	105
2019 Q4	$282K	Buy	2,239 +278	+14%	+$35.1K	0.04%	107
2019 Q3	$249K	Buy	+1,961	New	+$248K	0.04%	105

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 22.96% 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

Cadinha & Co's IEI Position: Q2 2026 in Review

Cadinha & Co opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 9,968 shares worth $1.17M. The stake represents 0.17% of the portfolio and ranks #55 among its holdings. This is a return to the name: Cadinha & Co previously reported a position in IEI as recently as Q2 2022.

Cadinha & Co first reported a position in IEI in Q3 2019 and has held it in 11 quarters since. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cadinha & Co held 9,968 shares of iShares 3-7 Year Treasury Bond ETF worth $1.17M as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Cadinha & Co position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.17% of Cadinha & Co's portfolio in Q2 2026, its #55 holding.
Cadinha & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 11 quarters since.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.