Main Street Financial Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$385K	Sell	3,226 -43	-1%	-$5.15K	0.03%	385
2025 Q3	$391K	Sell	3,269 -24,966	-88%	-$2.97M	0.03%	439
2025 Q2	$3.36M	Buy	28,235 +2,036	+8%	+$240K	0.24%	88
2025 Q1	$3.1M	Buy	26,199 +2,375	+10%	+$277K	0.27%	78
2024 Q4	$2.75M	Buy	+23,824	New	+$2.78M	0.27%	75
2024 Q2	–	Sell	-1,865	Closed	-$216K	–	558
2024 Q1	$216K	Buy	+1,865	New	+$216K	0.02%	477
2022 Q3	–	Sell	-26,332	Closed	-$3.14M	–	451
2022 Q2	$3.14M	Sell	26,332 -108	-0.4%	-$12.9K	0.41%	50
2022 Q1	$3.23M	Sell	26,440 -4,961	-16%	-$622K	0.47%	42
2021 Q4	$4.04M	Buy	+31,401	New	+$4.05M	0.57%	36
2021 Q2	–	Sell	-5,098	Closed	-$662K	–	442
2021 Q1	$662K	Buy	+5,098	New	+$671K	0.12%	176

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Main Street Financial Solutions's IEI Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q4 2025, selling an estimated $5.15K and leaving 3,226 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #385.

Main Street Financial Solutions first reported a position in IEI in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2021. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Main Street Financial Solutions held 3,226 shares of iShares 3-7 Year Treasury Bond ETF worth $385K as of Q4 2025.
Main Street Financial Solutions sold 43 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $5.15K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Main Street Financial Solutions's portfolio in Q4 2025, its #385 holding.
Main Street Financial Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 10 quarters since.
Main Street Financial Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $4.04M in Q4 2021.
846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.