Cedar Mountain Advisors
IEI icon

Cedar Mountain Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cedar Mountain Advisors’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
Q3 		– Sell
-477
Closed -$56K – 1198
2026
Q2 		$56K Hold
477
– – 0.01% 161
2026
Q1 		$56.6K Hold
477
– – 0.01% 133
2025
Q4 		$56.9K Hold
477
– – 0.01% 110
2025
Q3 		$57K Sell
477
-225
-32% -$26.8K 0.01% 105
2025
Q2 		$83.6K Buy
702
+225
+47% +$26.5K 0.02% 76
2025
Q1 		$56.4K Hold
477
– – 0.01% 86
2024
Q4 		$55.1K Hold
477
– – 0.01% 81
2024
Q3 		$57.1K Hold
477
– – 0.01% 76
2024
Q2 		$55.1K Hold
477
– – 0.01% 68
2024
Q1 		$55.2K Sell
477
-110
-19% -$12.8K 0.01% 70
2023
Q4 		$68.8K Buy
587
+477
+434% +$54.4K 0.02% 63
2023
Q3 		$12.5K Sell
110
-1
-0.9% -$114 ﹤0.01% 160
2023
Q2 		$12.8K Hold
111
– – ﹤0.01% 148
2023
Q1 		$13K Hold
111
– – ﹤0.01% 142
2022
Q4 		$12.7K Sell
111
-598
-84% -$68.6K ﹤0.01% 143
2022
Q3 		$81K Sell
709
-904
-56% -$107K 0.03% 53
2022
Q2 		$192K Sell
1,613
-26,131
-94% -$3.12M 0.07% 42
2022
Q1 		$3.39M Sell
27,744
-873
-3% -$110K 1% 13
2021
Q4 		$3.68M Buy
28,617
+173
+0.6% +$22.3K 1.13% 11
2021
Q3 		$3.7M Buy
28,444
+3,950
+16% +$518K 1.23% 11
2021
Q2 		$3.2M Sell
24,494
-29,638
-55% -$3.87M 1.06% 11
2021
Q1 		$7.03M Buy
54,132
+670
+1% +$88.1K 2.38% 10
2020
Q4 		$7.11M Buy
53,462
+7,086
+15% +$942K 2.54% 9
2020
Q3 		$6.2M Buy
46,376
+595
+1% +$79.5K 2.51% 9
2020
Q2 		$6.12M Buy
+45,781
New +$6.1M 2.65% 8

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cedar Mountain Advisors's IEI Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 477 shares — an estimated $56K sold.

Cedar Mountain Advisors first reported a position in IEI in Q2 2020 and held it in 25 quarters. The position peaked at $7.11M in Q4 2020. 562 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Cedar Mountain Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 477 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $56K.
  • Cedar Mountain Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 25 quarters.
  • Cedar Mountain Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.11M in Q4 2020.
  • 562 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.