CIA
IEI icon

Cape Investment Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cape Investment Advisory’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 		$32.9K Buy
+280
New +$33K 0.01% 602
2026
Q1 		– Sell
-244
Closed -$29.1K – 656
2025
Q4 		$29.1K Buy
+244
New +$29.2K 0.01% 533

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cape Investment Advisory's IEI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 280 shares worth $32.9K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IEI as recently as Q4 2025.

Cape Investment Advisory first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Cape Investment Advisory held 280 shares of iShares 3-7 Year Treasury Bond ETF worth $32.9K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #602 holding.
  • Cape Investment Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.