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CVA Family Office’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CVA Family Office’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 		$553K Sell
4,711
-629
-12% -$74.1K 0.05% 188
2026
Q1 		$633K Buy
5,340
+377
+8% +$45K 0.07% 166
2025
Q4 		$592K Sell
4,963
-3
-0.1% -$359 0.07% 153
2025
Q3 		$593K Buy
4,966
+199
+4% +$23.7K 0.08% 153
2025
Q2 		$568K Sell
4,767
-29
-0.6% -$3.42K 0.08% 149
2025
Q1 		$567K Buy
4,796
+862
+22% +$100K 0.09% 147
2024
Q4 		$455K Buy
3,934
+1,540
+64% +$180K 0.07% 169
2024
Q3 		$286K Buy
2,394
+369
+18% +$43.6K 0.05% 208
2024
Q2 		$234K Buy
2,025
+170
+9% +$19.5K 0.04% 220
2024
Q1 		$215K Buy
1,855
+713
+62% +$82.7K 0.04% 232
2023
Q4 		$134K Buy
+1,142
New +$130K 0.03% 294
2023
Q3 		– Sell
-773
Closed -$89.1K – 569
2023
Q2 		$89.1K Sell
773
-1,832
-70% -$215K 0.02% 325
2023
Q1 		$306K Buy
2,605
+257
+11% +$29.9K 0.07% 162
2022
Q4 		$270K Buy
2,348
+2,082
+783% +$239K 0.07% 164
2022
Q3 		$30K Hold
266
– – 0.01% 464
2022
Q2 		$32K Hold
266
– – 0.01% 451
2022
Q1 		$32K Hold
266
– – 0.01% 480
2021
Q4 		$34K Hold
266
– – 0.01% 430
2021
Q3 		$36K Hold
266
– – 0.03% 213
2021
Q2 		$35K Hold
266
– – 0.01% 415
2021
Q1 		$35K Hold
266
– – 0.01% 312
2020
Q4 		$35K Hold
266
– – 0.02% 225
2020
Q3 		$36K Hold
266
– – 0.03% 213
2020
Q2 		$36K Hold
266
– – 0.03% 183
2020
Q1 		$35K Buy
+266
New +$34.3K 0.04% 167

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

CVA Family Office's IEI Position: Q2 2026 in Review

CVA Family Office reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, selling an estimated $74.1K and leaving 4,711 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #188.

CVA Family Office first reported a position in IEI in Q1 2020 and has held it in 25 quarters since. The position peaked at $633K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • CVA Family Office held 4,711 shares of iShares 3-7 Year Treasury Bond ETF worth $553K as of Q2 2026.
  • CVA Family Office sold 629 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #188 holding.
  • CVA Family Office first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's iShares 3-7 Year Treasury Bond ETF position peaked at $633K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.