Courier Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Courier Capital’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	$14.9M	Buy	131,020 +5,487	+4%	+$636K	0.73%	28
2026 Q2	$14.7M	Buy	125,533 +181	+0.1%	+$21.3K	0.74%	31
2026 Q1	$14.9M	Sell	125,352 -17,704	-12%	-$2.11M	0.83%	26
2025 Q4	$17.1M	Buy	143,056 +5,214	+4%	+$624K	0.96%	22
2025 Q3	$16.5M	Sell	137,842 -1,216	-0.9%	-$145K	0.94%	24
2025 Q2	$16.6M	Buy	139,058 +49,569	+55%	+$5.85M	1.01%	22
2025 Q1	$10.6M	Buy	89,489 +53,853	+151%	+$6.27M	0.69%	29
2024 Q4	$4.12M	Buy	35,636 +16,257	+84%	+$1.9M	0.28%	91
2024 Q3	$2.32M	Buy	19,379 +9,284	+92%	+$1.1M	0.16%	126
2024 Q2	$1.17M	Buy	+10,095	New	+$1.16M	0.09%	162
2018 Q3	–	Sell	-7,139	Closed	-$857K	–	299
2018 Q2	$857K	Buy	+7,139	New	+$854K	0.11%	135

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Courier Capital's IEI Position: Q3 2026 in Review

Courier Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.4% in Q3 2026, buying an estimated $636K and bringing the position to 131,020 shares worth $14.9M. The position accounts for 0.73% of the portfolio, ranked #28.

Courier Capital first reported a position in IEI in Q2 2018 and has held it in 11 quarters since. The position peaked at $17.1M in Q4 2025. 352 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Courier Capital held 131,020 shares of iShares 3-7 Year Treasury Bond ETF worth $14.9M as of Q3 2026.
Courier Capital bought 5,487 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $636K.
iShares 3-7 Year Treasury Bond ETF made up 0.73% of Courier Capital's portfolio in Q3 2026, its #28 holding.
Courier Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 11 quarters since.
Courier Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $17.1M in Q4 2025.
352 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.