Cary Street Partners Investment Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
Other funds holding IEI
TWM
FWI
WA
Cary Street Partners Investment Advisory's IEI Position: Q2 2026 in Review
Cary Street Partners Investment Advisory reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, selling an estimated $550K and leaving 25,200 shares worth $2.96M. The position accounts for 0.6% of the portfolio, ranked #42.
Cary Street Partners Investment Advisory first reported a position in IEI in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.54M in Q1 2026. 618 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- Cary Street Partners Investment Advisory held 25,200 shares of iShares 3-7 Year Treasury Bond ETF worth $2.96M as of Q2 2026.
- Cary Street Partners Investment Advisory sold 4,672 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $550K.
- iShares 3-7 Year Treasury Bond ETF made up 0.6% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #42 holding.
- Cary Street Partners Investment Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 17 quarters since.
- Cary Street Partners Investment Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $3.54M in Q1 2026.
- 618 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.