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Community Financial Services Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Community Financial Services Group’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 		$5.38K Buy
+46
New +$5.42K ﹤0.01% 427

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
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
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Community Financial Services Group's IEI Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 46 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings.

168 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Community Financial Services Group held 46 shares of iShares 3-7 Year Treasury Bond ETF worth $5.38K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #427 holding.
  • 168 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.