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

Capital Investment Advisory Services’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 		$2.96M Buy
25,170
+4,829
+24% +$569K 0.18% 135
2026
Q1 		$2.41M Sell
20,341
-674
-3% -$80.4K 0.18% 126
2025
Q4 		$2.51M Sell
21,015
-2,460
-10% -$294K 0.18% 134
2025
Q3 		$2.81M Buy
23,475
+848
+4% +$101K 0.22% 112
2025
Q2 		$2.69M Sell
22,627
-877
-4% -$103K 0.22% 108
2025
Q1 		$2.78M Buy
23,504
+1,599
+7% +$186K 0.25% 97
2024
Q4 		$2.53M Sell
21,905
-807
-4% -$94.2K 0.24% 90
2024
Q3 		$2.72M Sell
22,712
-2,218
-9% -$262K 0.26% 87
2024
Q2 		$2.88M Sell
24,930
-15,327
-38% -$1.76M 0.3% 78
2024
Q1 		$4.66M Sell
40,257
-76,251
-65% -$8.85M 0.5% 39
2023
Q4 		$13.6M Buy
116,508
+270
+0.2% +$30.8K 1.26% 11
2023
Q3 		$13.2M Sell
116,238
-2,338
-2% -$267K 1.29% 10
2023
Q2 		$13.7M Sell
118,576
-10,248
-8% -$1.2M 1.35% 10
2023
Q1 		$15.2M Sell
128,824
-969
-0.7% -$113K 1.79% 8
2022
Q4 		$14.9M Buy
129,793
+17,329
+15% +$1.99M 1.77% 8
2022
Q3 		$12.9M Buy
112,464
+12,955
+13% +$1.53M 1.67% 9
2022
Q2 		$11.9M Buy
99,509
+3,328
+3% +$398K 1.44% 12
2022
Q1 		$11.7M Buy
96,181
+17,564
+22% +$2.2M 1.28% 12
2021
Q4 		$10.1M Buy
78,617
+4,118
+6% +$532K 1.2% 11
2021
Q3 		$9.7M Sell
74,499
-105,695
-59% -$13.9M 1.23% 12
2021
Q2 		$23.5M Buy
180,194
+15,526
+9% +$2.03M 2.96% 4
2021
Q1 		$21.4M Buy
164,668
+162,094
+6,297% +$21.3M 3.02% 3
2020
Q4 		$342K Buy
2,574
+917
+55% +$122K 0.05% 309
2020
Q3 		$221K Buy
1,657
+1,057
+176% +$141K 0.04% 332
2020
Q2 		$80K Hold
600
– – 0.02% 381
2020
Q1 		$80K Buy
+600
New +$77.3K 0.02% 351
2019
Q1 		– Sell
-1,750
Closed -$212K – 1237
2018
Q4 		$212K Hold
1,750
– – 0.09% 191
2018
Q3 		$208K Buy
+1,750
New +$209K 0.1% 208

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

Capital Investment Advisory Services's IEI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 24% in Q2 2026, buying an estimated $569K and bringing the position to 25,170 shares worth $2.96M. The position accounts for 0.18% of the portfolio, ranked #135.

Capital Investment Advisory Services first reported a position in IEI in Q3 2018 and has held it in 28 quarters since. The position peaked at $23.5M in Q2 2021. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Capital Investment Advisory Services held 25,170 shares of iShares 3-7 Year Treasury Bond ETF worth $2.96M as of Q2 2026.
  • Capital Investment Advisory Services bought 4,829 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $569K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.18% of Capital Investment Advisory Services's portfolio in Q2 2026, its #135 holding.
  • Capital Investment Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and has held it in 28 quarters since.
  • Capital Investment Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $23.5M in Q2 2021.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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