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Caldwell Sutter Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Caldwell Sutter Capital’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 		$227K Sell
1,931
-375
-16% -$44.2K 0.09% 207
2026
Q1 		$273K Sell
2,306
-1,277
-36% -$152K 0.11% 178
2025
Q4 		$428K Buy
3,583
+131
+4% +$15.7K 0.18% 133
2025
Q3 		$413K Buy
3,452
+407
+13% +$48.4K 0.18% 134
2025
Q2 		$363K Buy
3,045
+139
+5% +$16.4K 0.17% 139
2025
Q1 		$343K Buy
2,906
+140
+5% +$16.3K 0.16% 139
2024
Q4 		$320K Buy
2,766
+884
+47% +$103K 0.15% 149
2024
Q3 		$225K Buy
1,882
+40
+2% +$4.73K 0.1% 189
2024
Q2 		$213K Buy
1,842
+114
+7% +$13.1K 0.11% 187
2024
Q1 		$200K Sell
1,728
-52
-3% -$6.04K 0.1% 195
2023
Q4 		$209K Buy
1,780
+222
+14% +$25.3K 0.11% 186
2023
Q3 		$176K Buy
1,558
+49
+3% +$5.6K 0.1% 187
2023
Q2 		$174K Buy
1,509
+995
+194% +$117K 0.09% 193
2023
Q1 		$60.5K Buy
+514
New +$59.7K 0.04% 230

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Sutter Capital's IEI Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, selling an estimated $44.2K and leaving 1,931 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #207.

Caldwell Sutter Capital first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $428K in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Caldwell Sutter Capital held 1,931 shares of iShares 3-7 Year Treasury Bond ETF worth $227K as of Q2 2026.
  • Caldwell Sutter Capital sold 375 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $44.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #207 holding.
  • Caldwell Sutter Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $428K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.