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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
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

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Cedar Mountain Advisors's IEI Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 477 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #161.

Cedar Mountain Advisors first reported a position in IEI in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.11M in Q4 2020. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Cedar Mountain Advisors held 477 shares of iShares 3-7 Year Treasury Bond ETF worth $56K as of Q2 2026.
  • Cedar Mountain Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #161 holding.
  • Cedar Mountain Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Cedar Mountain Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.11M in Q4 2020.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.