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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cardiff Park Advisors's IEI Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 712 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #321.

Cardiff Park Advisors first reported a position in IEI in Q4 2021 and has held it in 18 quarters since. The position peaked at $92K in Q4 2021. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Cardiff Park Advisors held 712 shares of iShares 3-7 Year Treasury Bond ETF worth $84.4K as of Q1 2026.
Cardiff Park Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #321 holding.
Cardiff Park Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $92K in Q4 2021.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.