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

Mascoma 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	$166K	Buy	1,414 +1,308	+1,234%	+$154K	0.03%	107
2026 Q1	$12.6K	Buy	106 +1	+1%	+$119	﹤0.01%	299
2025 Q4	$12.6K	Buy	105 +1	+1%	+$120	﹤0.01%	298
2025 Q3	$12.5K	Buy	104 +1	+1%	+$119	﹤0.01%	305
2025 Q2	$12.3K	Buy	103 +1	+1%	+$118	﹤0.01%	301
2025 Q1	$12.1K	Buy	+102	New	+$11.9K	﹤0.01%	310

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

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

Mascoma Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1,234% in Q2 2026, buying an estimated $154K and bringing the position to 1,414 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #107.

Mascoma 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.

Mascoma Wealth Management held 1,414 shares of iShares 3-7 Year Treasury Bond ETF worth $166K as of Q2 2026.
Mascoma Wealth Management bought 1,308 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $154K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #107 holding.
Mascoma 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 Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.