MFG
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Magnus Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Magnus Financial Group’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 		$2.73M Buy
23,212
+289
+1% +$34K 0.19% 87
2026
Q1 		$2.72M Sell
22,923
-7,882
-26% -$940K 0.22% 81
2025
Q4 		$3.68M Buy
30,805
+691
+2% +$82.7K 0.28% 72
2025
Q3 		$3.6M Buy
30,114
+702
+2% +$83.5K 0.28% 72
2025
Q2 		$3.5M Sell
29,412
-177
-0.6% -$20.9K 0.31% 71
2025
Q1 		$3.5M Buy
29,589
+4,448
+18% +$518K 0.34% 64
2024
Q4 		$2.91M Buy
25,141
+1,270
+5% +$148K 0.28% 73
2024
Q3 		$2.86M Buy
23,871
+6,491
+37% +$767K 0.29% 69
2024
Q2 		$2.01M Buy
17,380
+1,004
+6% +$115K 0.23% 81
2024
Q1 		$1.9M Buy
16,376
+895
+6% +$104K 0.23% 83
2023
Q4 		$1.81M Buy
+15,481
New +$1.77M 0.24% 76

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Magnus Financial Group's IEI Position: Q2 2026 in Review

Magnus Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q2 2026, buying an estimated $34K and bringing the position to 23,212 shares worth $2.73M. The position accounts for 0.19% of the portfolio, ranked #87.

Magnus Financial Group first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q4 2025. 241 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Magnus Financial Group held 23,212 shares of iShares 3-7 Year Treasury Bond ETF worth $2.73M as of Q2 2026.
  • Magnus Financial Group bought 289 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.19% of Magnus Financial Group's portfolio in Q2 2026, its #87 holding.
  • Magnus Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Magnus Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $3.68M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.