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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maridea Wealth Management's IEI Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 34% in Q1 2026, buying an estimated $424K and bringing the position to 14,101 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #104.

Maridea Wealth Management first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q1 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Maridea Wealth Management held 14,101 shares of iShares 3-7 Year Treasury Bond ETF worth $1.67M as of Q1 2026.
  • Maridea Wealth Management bought 3,556 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $424K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.24% of Maridea Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Maridea Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.61M in Q1 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.