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CSM Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CSM Advisors’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
-189,900
Closed -$22.5M – 423
2026
Q1 		$22.5M Hold
189,900
– – 0.55% 47
2025
Q4 		$22.7M Hold
189,900
– – 0.62% 47
2025
Q3 		$22.7M Sell
189,900
-39,700
-17% -$4.72M 0.63% 45
2025
Q2 		$27.3M Sell
229,600
-223,800
-49% -$26.4M 0.8% 30
2025
Q1 		$53.6M Hold
453,400
– – 2.92% 9
2024
Q4 		$52.4M Buy
453,400
+226,700
+100% +$26.5M 2.45% 9
2024
Q3 		$27.1M Buy
+226,700
New +$26.8M 1.77% 16

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CSM Advisors's IEI Position: Q2 2026 in Review

CSM Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 189,900 shares — an estimated $22.5M sold.

CSM Advisors first reported a position in IEI in Q3 2024 and held it in 7 quarters. The position peaked at $53.6M in Q1 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • CSM Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CSM Advisors sold 189,900 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.5M.
  • CSM Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
  • CSM Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $53.6M in Q1 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.