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 Q2	$4.56M	Sell	38,812 -297	-0.8%	-$35K	1.69%	12
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 $1.81T 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

Cascades Capital Asset Management's IEI Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.76% in Q2 2026, selling an estimated $35K and leaving 38,812 shares worth $4.56M. The position accounts for 1.69% of the portfolio, ranked #12.

Cascades Capital Asset Management first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.64M in Q1 2026. 820 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Cascades Capital Asset Management held 38,812 shares of iShares 3-7 Year Treasury Bond ETF worth $4.56M as of Q2 2026.
Cascades Capital Asset Management sold 297 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $35K.
iShares 3-7 Year Treasury Bond ETF made up 1.69% of Cascades Capital Asset Management's portfolio in Q2 2026, its #12 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 8 quarters since.
Cascades Capital Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.64M in Q1 2026.
820 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.