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 Q2	$15.7M	Buy	133,496 +21,937	+20%	+$2.58M	1.36%	15
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 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

Cascade Financial Partners's IEI Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q2 2026, buying an estimated $2.58M and bringing the position to 133,496 shares worth $15.7M. 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 10 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cascade Financial Partners held 133,496 shares of iShares 3-7 Year Treasury Bond ETF worth $15.7M as of Q2 2026.
Cascade Financial Partners bought 21,937 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.58M.
iShares 3-7 Year Treasury Bond ETF made up 1.36% of Cascade Financial Partners's portfolio in Q2 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 10 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.