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Cantor Fitzgerald Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cantor Fitzgerald Investment 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 		$89.4M Buy
760,770
+40,936
+6% +$4.82M 6.03% 1
2026
Q1 		$85.4M Buy
719,834
+272,675
+61% +$32.5M 6.3% 1
2025
Q4 		$53.4M Buy
447,159
+14,409
+3% +$1.72M 3.95% 3
2025
Q3 		$51.7M Buy
432,750
+12,848
+3% +$1.53M 3.52% 3
2025
Q2 		$50M Sell
419,902
-22,222
-5% -$2.62M 3.53% 3
2025
Q1 		$52.2M Buy
442,124
+18,970
+4% +$2.21M 3.8% 2
2024
Q4 		$48.9M Sell
423,154
-82,150
-16% -$9.59M 3.39% 3
2024
Q3 		$60.4M Buy
505,304
+32,736
+7% +$3.87M 4.11% 1
2024
Q2 		$54.6M Buy
472,568
+64,791
+16% +$7.43M 4.2% 1
2024
Q1 		$47.2M Sell
407,777
-2,969
-0.7% -$345K 3.51% 2
2023
Q4 		$48.1M Buy
+410,746
New +$46.9M 3.72% 1
2022
Q1 		$49.1M Buy
402,446
+64,171
+19% +$8.05M 2.19% 5
2021
Q4 		$43.5M Sell
338,275
-37,018
-10% -$4.78M 2.64% 7
2021
Q3 		$48.9M Buy
375,293
+12,545
+3% +$1.65M 3.61% 7
2021
Q2 		$47.3M Buy
362,748
+200,523
+124% +$26.2M 3.48% 7
2021
Q1 		$21.6M Buy
162,225
+26
+0% +$3.42K 3.07% 11
2020
Q4 		$21.6M Buy
+162,199
New +$21.6M 3.06% 11

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's IEI Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.7% in Q2 2026, buying an estimated $4.82M and bringing the position to 760,770 shares worth $89.4M. The position accounts for 6.03% of the portfolio, ranked #1.

Cantor Fitzgerald Investment Advisors first reported a position in IEI in Q4 2020 and has held it in 17 quarters since. 358 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 760,770 shares of iShares 3-7 Year Treasury Bond ETF worth $89.4M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors bought 40,936 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.82M.
  • iShares 3-7 Year Treasury Bond ETF made up 6.03% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.