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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Courier Capital's IEI Position: Q2 2026 in Review

Courier Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.14% in Q2 2026, buying an estimated $21.3K and bringing the position to 125,533 shares worth $14.7M. The position accounts for 0.74% of the portfolio, ranked #31.

Courier Capital first reported a position in IEI in Q2 2018 and has held it in 10 quarters since. The position peaked at $17.1M in Q4 2025. 370 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Courier Capital held 125,533 shares of iShares 3-7 Year Treasury Bond ETF worth $14.7M as of Q2 2026.
  • Courier Capital bought 181 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.74% of Courier Capital's portfolio in Q2 2026, its #31 holding.
  • Courier Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 10 quarters since.
  • Courier Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $17.1M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.