Cambiar Investors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cambiar Investors’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	$486K	Hold	4,139	–	–	0.02%	140
2026 Q1	$491K	Hold	4,139	–	–	0.02%	132
2025 Q4	$494K	Hold	4,139	–	–	0.02%	128
2025 Q3	$495K	Hold	4,139	–	–	0.02%	126
2025 Q2	$493K	Sell	4,139 -447	-10%	-$52.7K	0.02%	135
2025 Q1	$542K	Buy	+4,586	New	+$534K	0.02%	138

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

Cambiar Investors's IEI Position: Q2 2026 in Review

Cambiar Investors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 4,139 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #140.

Cambiar Investors first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q1 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cambiar Investors held 4,139 shares of iShares 3-7 Year Treasury Bond ETF worth $486K as of Q2 2026.
Cambiar Investors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Cambiar Investors's portfolio in Q2 2026, its #140 holding.
Cambiar Investors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cambiar Investors's iShares 3-7 Year Treasury Bond ETF position peaked at $542K in Q1 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.