CIAS
IEI icon

CFS Investment Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CFS Investment Advisory Services’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 		$12.9M Sell
110,515
-5,285
-5% -$622K 0.86% 29
2026
Q1 		$13.8M Sell
115,800
-28,334
-20% -$3.38M 0.95% 28
2025
Q4 		$17.2M Buy
144,134
+5,881
+4% +$704K 1.26% 22
2025
Q3 		$16.6M Buy
138,253
+570
+0.4% +$67.8K 1.23% 21
2025
Q2 		$16.4M Buy
137,683
+816
+0.6% +$96.3K 1.34% 18
2025
Q1 		$16.2M Buy
136,867
+2,923
+2% +$340K 1.44% 16
2024
Q4 		$15.5M Buy
133,944
+11,829
+10% +$1.38M 1.39% 19
2024
Q3 		$14.6M Sell
122,115
-114,303
-48% -$13.5M 1.23% 19
2024
Q2 		$27.3M Buy
+236,418
New +$27.1M 2.21% 11
2023
Q4 		– Sell
-98,713
Closed -$11.2M – 154
2023
Q3 		$11.2M Buy
98,713
+7,984
+9% +$913K 1.78% 12
2023
Q2 		$10.5M Buy
90,729
+4,901
+6% +$574K 1.34% 20
2023
Q1 		$10.1M Buy
+85,828
New +$9.97M 1.84% 16
2022
Q4 		– Sell
-211,189
Closed -$620K – 185
2022
Q3 		$620K Buy
211,189
+176,783
+514% +$20.9M 0.14% 80
2022
Q2 		$4.11M Sell
34,406
-4,125,844
-99% -$493M 0.63% 29
2022
Q1 		$279K Buy
4,160,250
+4,126,212
+12,122% +$518M 1.21% 19
2021
Q4 		$4.32M Buy
34,038
+3,161
+10% +$408K 0.58% 32
2021
Q3 		$4.02M Buy
+30,877
New +$4.05M 0.55% 38
2020
Q4 		$3.88M Buy
+29,213
New +$3.88M 0.62% 32

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 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

CFS Investment Advisory Services's IEI Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q2 2026, selling an estimated $622K and leaving 110,515 shares worth $12.9M. The position accounts for 0.86% of the portfolio, ranked #29.

CFS Investment Advisory Services first reported a position in IEI in Q4 2020 and has held it in 18 quarters since. The position peaked at $27.3M in Q2 2024. 215 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • CFS Investment Advisory Services held 110,515 shares of iShares 3-7 Year Treasury Bond ETF worth $12.9M as of Q2 2026.
  • CFS Investment Advisory Services sold 5,285 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $622K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.86% of CFS Investment Advisory Services's portfolio in Q2 2026, its #29 holding.
  • CFS Investment Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • CFS Investment Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $27.3M in Q2 2024.
  • 215 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.