Columbus Macro
IEI icon

Columbus Macro’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Columbus Macro’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
-6,239
Closed -$733K – 211
2026
Q2 		$733K Sell
6,239
-168
-3% -$19.8K 0.07% 162
2026
Q1 		$760K Sell
6,407
-4,694
-42% -$560K 0.08% 151
2025
Q4 		$1.32M Buy
11,101
+720
+7% +$86.2K 0.15% 135
2025
Q3 		$1.24M Sell
10,381
-237
-2% -$28.2K 0.14% 137
2025
Q2 		$1.26M Buy
10,618
+2,239
+27% +$264K 0.15% 137
2025
Q1 		$990K Buy
8,379
+263
+3% +$30.6K 0.13% 144
2024
Q4 		$938K Buy
8,116
+372
+5% +$43.4K 0.13% 145
2024
Q3 		$921K Buy
7,744
+312
+4% +$36.9K 0.33% 102
2024
Q2 		$859K Buy
7,432
+15
+0.2% +$1.72K 0.33% 104
2024
Q1 		$859K Buy
7,417
+119
+2% +$13.8K 0.33% 105
2023
Q4 		$856K Sell
7,298
-46
-0.6% -$5.25K 0.34% 100
2023
Q3 		$831K Sell
7,344
-4,178
-36% -$478K 0.35% 90
2023
Q2 		$1.33M Buy
+11,522
New +$1.35M 0.53% 59
2023
Q1 		– Sell
-9,344
Closed -$1.07M – 173
2022
Q4 		$1.07M Buy
+9,344
New +$1.07M 0.41% 83

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Columbus Macro's IEI Position: Q3 2026 in Review

Columbus Macro sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 6,239 shares — an estimated $733K sold.

Columbus Macro first reported a position in IEI in Q4 2022 and held it in 14 quarters. The position peaked at $1.33M in Q2 2023. 237 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Columbus Macro reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Columbus Macro sold 6,239 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $733K.
  • Columbus Macro first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
  • Columbus Macro's iShares 3-7 Year Treasury Bond ETF position peaked at $1.33M in Q2 2023.
  • 237 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.