Camarda Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Camarda Financial Advisors’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	$870K	Sell	7,336 -29	-0.4%	-$3.46K	0.46%	73
2025 Q4	$879K	Sell	7,365 -696	-9%	-$83.3K	0.33%	78
2025 Q3	$963K	Buy	8,061 +218	+3%	+$25.9K	0.36%	73
2025 Q2	$934K	Buy	7,843 +1,049	+15%	+$124K	0.37%	70
2025 Q1	$803K	Buy	6,794 +1,099	+19%	+$128K	0.36%	63
2024 Q4	$658K	Sell	5,695 -41	-0.7%	-$4.79K	0.25%	74
2024 Q3	$686K	Buy	5,736 +800	+16%	+$94.5K	0.26%	66
2024 Q2	$570K	Sell	4,936 -4,889	-50%	-$560K	0.22%	62
2024 Q1	$1.14M	Buy	+9,825	New	+$1.14M	0.46%	55
2023 Q3	–	Sell	-61,083	Closed	-$7.04M	–	72
2023 Q2	$7.04M	Buy	61,083 +36,810	+152%	+$4.31M	3.51%	12
2023 Q1	$2.86M	Buy	+24,273	New	+$2.82M	2.14%	8
2019 Q2	–	Sell	-52	Closed	-$6K	–	531
2019 Q1	$6K	Buy	+52	New	+$6.33K	0.01%	216
2013 Q3	–	Sell	-49	Closed	-$6K	–	148
2013 Q2	$6K	Buy	+49	New	+$6.03K	0.01%	188

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 $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Camarda Financial Advisors's IEI Position: Q1 2026 in Review

Camarda Financial Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.39% in Q1 2026, selling an estimated $3.46K and leaving 7,336 shares worth $870K. The position accounts for 0.46% of the portfolio, ranked #73.

Camarda Financial Advisors first reported a position in IEI in Q2 2013 and has held it in 13 quarters since. The position peaked at $7.04M in Q2 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Camarda Financial Advisors held 7,336 shares of iShares 3-7 Year Treasury Bond ETF worth $870K as of Q1 2026.
Camarda Financial Advisors sold 29 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.46K.
iShares 3-7 Year Treasury Bond ETF made up 0.46% of Camarda Financial Advisors's portfolio in Q1 2026, its #73 holding.
Camarda Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
Camarda Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.04M in Q2 2023.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.