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CPR Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CPR Investments’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 		– Sell
-8,843
Closed -$1.05M – 60
2026
Q1 		$1.05M Buy
8,843
+1,428
+19% +$170K 0.7% 22
2025
Q4 		$885K Sell
7,415
-15,580
-68% -$1.86M 0.59% 28
2025
Q3 		$2.75M Buy
22,995
+4,384
+24% +$521K 1.89% 15
2025
Q2 		$2.22M Sell
18,611
-18,321
-50% -$2.16M 1.72% 17
2025
Q1 		$4.36M Buy
+36,932
New +$4.3M 3.87% 9
2024
Q2 		– Sell
-3,384
Closed -$391K – 46
2024
Q1 		$391K Buy
+3,384
New +$393K 0.3% 34

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

CPR Investments's IEI Position: Q2 2026 in Review

CPR Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 8,843 shares — an estimated $1.05M sold.

CPR Investments first reported a position in IEI in Q1 2024 and held it in 6 quarters. The position peaked at $4.36M in Q1 2025. 270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • CPR Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CPR Investments sold 8,843 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.05M.
  • CPR Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 6 quarters.
  • CPR Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $4.36M in Q1 2025.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.