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 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 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

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

Maridea Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 38% in Q2 2026, buying an estimated $624K and bringing the position to 19,399 shares worth $2.28M. The position accounts for 0.25% of the portfolio, ranked #98.

Maridea Wealth Management first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q1 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Maridea Wealth Management held 19,399 shares of iShares 3-7 Year Treasury Bond ETF worth $2.28M as of Q2 2026.
Maridea Wealth Management bought 5,298 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $624K.
iShares 3-7 Year Treasury Bond ETF made up 0.25% of Maridea Wealth Management's portfolio in Q2 2026, its #98 holding.
Maridea Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.61M in Q1 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.