Canal Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Canal Capital Management’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	$17.8M	Buy	151,453 +6,275	+4%	+$739K	2.17%	10
2026 Q1	$17.2M	Buy	145,178 +6,638	+5%	+$792K	2.33%	7
2025 Q4	$16.5M	Buy	138,540 +5,918	+4%	+$708K	2.35%	6
2025 Q3	$15.8M	Buy	132,622 +2,741	+2%	+$326K	2.38%	7
2025 Q2	$15.5M	Sell	129,881 -814	-0.6%	-$96K	2.44%	7
2025 Q1	$15.4M	Buy	130,695 +12,473	+11%	+$1.45M	2.58%	7
2024 Q4	$13.7M	Sell	118,222 -5,867	-5%	-$685K	2.21%	8
2024 Q3	$14.8M	Buy	124,089 +4,702	+4%	+$556K	2.37%	7
2024 Q2	$13.8M	Sell	119,387 -6,172	-5%	-$707K	2.35%	7
2024 Q1	$14.5M	Buy	+125,559	New	+$14.6M	2.44%	5

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

Canal Capital Management's IEI Position: Q2 2026 in Review

Canal Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.3% in Q2 2026, buying an estimated $739K and bringing the position to 151,453 shares worth $17.8M. The position accounts for 2.17% of the portfolio, ranked #10.

Canal Capital Management first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Canal Capital Management held 151,453 shares of iShares 3-7 Year Treasury Bond ETF worth $17.8M as of Q2 2026.
Canal Capital Management bought 6,275 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $739K.
iShares 3-7 Year Treasury Bond ETF made up 2.17% of Canal Capital Management's portfolio in Q2 2026, its #10 holding.
Canal Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Canal Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.