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Cascade Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cascade Financial Partners’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 		$13.2M Buy
111,559
+44,777
+67% +$5.34M 1.36% 15
2025
Q4 		$7.97M Buy
66,782
+29,170
+78% +$3.49M 0.81% 23
2025
Q3 		$4.5M Buy
37,612
+2,768
+8% +$329K 0.52% 43
2025
Q2 		$4.15M Buy
34,844
+7,957
+30% +$939K 0.5% 41
2025
Q1 		$3.18M Buy
26,887
+6,605
+33% +$769K 0.4% 50
2024
Q4 		$2.34M Buy
20,282
+3,043
+18% +$355K 0.31% 63
2024
Q3 		$2.02M Buy
17,239
+185
+1% +$21.9K 0.25% 67
2024
Q2 		$1.97M Buy
17,054
+5,772
+51% +$662K 0.26% 61
2024
Q1 		$1.29M Buy
+11,282
New +$1.31M 0.19% 79

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Financial Partners's IEI Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 67% in Q1 2026, buying an estimated $5.34M and bringing the position to 111,559 shares worth $13.2M. The position accounts for 1.36% of the portfolio, ranked #15.

Cascade Financial Partners first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Cascade Financial Partners held 111,559 shares of iShares 3-7 Year Treasury Bond ETF worth $13.2M as of Q1 2026.
  • Cascade Financial Partners bought 44,777 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.34M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.36% of Cascade Financial Partners's portfolio in Q1 2026, its #15 holding.
  • Cascade Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.