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

Cardiff Park 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	$83.6K	Hold	712	–	–	0.01%	313
2026 Q1	$84.4K	Hold	712	–	–	0.01%	321
2025 Q4	$85K	Hold	712	–	–	0.01%	306
2025 Q3	$85.1K	Hold	712	–	–	0.01%	323
2025 Q2	$84.8K	Hold	712	–	–	0.01%	296
2025 Q1	$84.1K	Hold	712	–	–	0.01%	294
2024 Q4	$82.3K	Hold	712	–	–	0.01%	287
2024 Q3	$85.2K	Hold	712	–	–	0.01%	287
2024 Q2	$82.2K	Hold	712	–	–	0.01%	278
2024 Q1	$82.5K	Hold	712	–	–	0.01%	295
2023 Q4	$83.4K	Hold	712	–	–	0.01%	271
2023 Q3	$80.6K	Hold	712	–	–	0.01%	254
2023 Q2	$82.1K	Hold	712	–	–	0.01%	268
2023 Q1	$83.8K	Hold	712	–	–	0.01%	262
2022 Q4	$81.8K	Hold	712	–	–	0.01%	264
2022 Q3	$81K	Hold	712	–	–	0.01%	263
2022 Q2	$85K	Hold	712	–	–	0.01%	263
2022 Q1	$87K	Hold	712	–	–	0.01%	265
2021 Q4	$92K	Buy	+712	New	+$91.9K	0.01%	263

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

Cardiff Park Advisors's IEI Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 712 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #313.

Cardiff Park Advisors first reported a position in IEI in Q4 2021 and has held it in 19 quarters since. The position peaked at $92K in Q4 2021. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cardiff Park Advisors held 712 shares of iShares 3-7 Year Treasury Bond ETF worth $83.6K as of Q2 2026.
Cardiff Park Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #313 holding.
Cardiff Park Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $92K in Q4 2021.
822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.