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

Cannon 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
Q2 		– Sell
-9,623
Closed -$1.14M – 104
2026
Q1 		$1.14M Sell
9,623
-154
-2% -$18.4K 0.85% 33
2025
Q4 		$1.17M Sell
9,777
-790
-7% -$94.5K 0.82% 32
2025
Q3 		$1.27M Sell
10,567
-783
-7% -$93.1K 0.85% 34
2025
Q2 		$1.35M Buy
11,350
+855
+8% +$101K 1.09% 29
2025
Q1 		$1.24M Buy
10,495
+348
+3% +$40.5K 1.14% 28
2024
Q4 		$1.17M Buy
10,147
+123
+1% +$14.4K 1% 30
2024
Q3 		$1.2M Buy
+10,024
New +$1.18M 0.98% 30

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Cannon Advisors's IEI Position: Q2 2026 in Review

Cannon Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 9,623 shares — an estimated $1.14M sold.

Cannon Advisors first reported a position in IEI in Q3 2024 and held it in 7 quarters. The position peaked at $1.35M in Q2 2025. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Cannon Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cannon Advisors sold 9,623 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.14M.
  • Cannon Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
  • Cannon Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.35M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.