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

Maridea 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
Q3 		$1.57M Sell
13,862
-5,537
-29% -$642K 0.15% 156
2026
Q2 		$2.28M Buy
19,399
+5,298
+38% +$624K 0.25% 98
2026
Q1 		$1.67M Buy
14,101
+3,556
+34% +$424K 0.24% 104
2025
Q4 		$1.26M Buy
10,545
+406
+4% +$48.6K 0.19% 130
2025
Q3 		$1.22M Buy
10,139
+3,642
+56% +$433K 0.19% 124
2025
Q2 		$774K Sell
6,497
-15,565
-71% -$1.84M 0.2% 93
2025
Q1 		$2.61M Buy
22,062
+16,781
+318% +$1.95M 0.85% 23
2024
Q4 		$610K Buy
+5,281
New +$616K 0.2% 89

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Maridea Wealth Management's IEI Position: Q3 2026 in Review

Maridea Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 29% in Q3 2026, selling an estimated $642K and leaving 13,862 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #156.

Maridea Wealth Management first reported a position in IEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q1 2025. 655 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Maridea Wealth Management held 13,862 shares of iShares 3-7 Year Treasury Bond ETF worth $1.57M as of Q3 2026.
  • Maridea Wealth Management sold 5,537 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $642K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.15% of Maridea Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Maridea Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Maridea Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.61M in Q1 2025.
  • 655 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.