Maltin Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Maltin Wealth Management’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	$4.07M	Buy	34,617 +11,996	+53%	+$1.41M	1.36%	26
2026 Q1	$2.68M	Sell	22,621 -3,416	-13%	-$407K	1.03%	38
2025 Q4	$3.11M	Buy	26,037 +27	+0.1%	+$3.23K	1.24%	31
2025 Q3	$3.11M	Buy	26,010 +1,047	+4%	+$125K	1.29%	29
2025 Q2	$2.97M	Buy	24,963 +6,839	+38%	+$807K	1.34%	29
2025 Q1	$2.14M	Buy	+18,124	New	+$2.11M	1.01%	37

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Maltin Wealth Management's IEI Position: Q2 2026 in Review

Maltin Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 53% in Q2 2026, buying an estimated $1.41M and bringing the position to 34,617 shares worth $4.07M. The position accounts for 1.36% of the portfolio, ranked #26.

Maltin Wealth Management first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Maltin Wealth Management held 34,617 shares of iShares 3-7 Year Treasury Bond ETF worth $4.07M as of Q2 2026.
Maltin Wealth Management bought 11,996 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.41M.
iShares 3-7 Year Treasury Bond ETF made up 1.36% of Maltin Wealth Management's portfolio in Q2 2026, its #26 holding.
Maltin Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.