Cascades Capital Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cascades Capital Asset Management’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	$4.64M	Buy	39,109 +4,521	+13%	+$539K	1.94%	11
2025 Q4	$4.13M	Buy	34,588 +3,671	+12%	+$439K	1.73%	13
2025 Q3	$3.69M	Buy	30,917 +4,048	+15%	+$482K	1.63%	14
2025 Q2	$3.2M	Buy	26,869 +2,041	+8%	+$241K	1.65%	12
2025 Q1	$2.93M	Buy	24,828 +4,211	+20%	+$490K	1.58%	14
2024 Q4	$2.38M	Buy	20,617 +3,769	+22%	+$440K	1.27%	15
2024 Q3	$2.02M	Buy	+16,848	New	+$1.99M	1.11%	19

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

Cascades Capital Asset Management's IEI Position: Q1 2026 in Review

Cascades Capital Asset Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q1 2026, buying an estimated $539K and bringing the position to 39,109 shares worth $4.64M. The position accounts for 1.94% of the portfolio, ranked #11.

Cascades Capital Asset Management first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Cascades Capital Asset Management held 39,109 shares of iShares 3-7 Year Treasury Bond ETF worth $4.64M as of Q1 2026.
Cascades Capital Asset Management bought 4,521 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $539K.
iShares 3-7 Year Treasury Bond ETF made up 1.94% of Cascades Capital Asset Management's portfolio in Q1 2026, its #11 holding.
Cascades Capital Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.