MG
IEI icon

Mather Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mather Group’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 		$622K Buy
5,248
+2,969
+130% +$354K 0.01% 441
2025
Q4 		$272K Sell
2,279
-18
-0.8% -$2.15K ﹤0.01% 547
2025
Q3 		$275K Sell
2,297
-127
-5% -$15.1K ﹤0.01% 538
2025
Q2 		$289K Sell
2,424
-224
-8% -$26.4K ﹤0.01% 509
2025
Q1 		$313K Sell
2,648
-1,691
-39% -$197K ﹤0.01% 477
2024
Q4 		$501K Sell
4,339
-1,639
-27% -$191K 0.01% 364
2024
Q3 		$715K Sell
5,978
-12,965
-68% -$1.53M 0.01% 291
2024
Q2 		$2.19M Sell
18,943
-11,218
-37% -$1.29M 0.03% 173
2024
Q1 		$3.53M Sell
30,161
-1,368
-4% -$159K 0.06% 116
2023
Q4 		$3.69M Sell
31,529
-21,697
-41% -$2.48M 0.06% 115
2023
Q3 		$6.02M Sell
53,226
-13,207
-20% -$1.51M 0.11% 78
2023
Q2 		$7.66M Sell
66,433
-23,628
-26% -$2.77M 0.12% 78
2023
Q1 		$10.6M Sell
90,061
-70,066
-44% -$8.14M 0.19% 61
2022
Q4 		$18.4M Sell
160,127
-51,820
-24% -$5.94M 0.35% 32
2022
Q3 		$24.2M Sell
211,947
-55,595
-21% -$6.58M 0.52% 25
2022
Q2 		$31.9M Sell
267,542
-54,088
-17% -$6.46M 0.73% 21
2022
Q1 		$39.3M Sell
321,630
-95,716
-23% -$12M 0.77% 22
2021
Q4 		$53.7M Sell
417,346
-152,801
-27% -$19.7M 1.05% 20
2021
Q3 		$74.2M Sell
570,147
-357,633
-39% -$46.9M 1.79% 16
2021
Q2 		$121M Sell
927,780
-138,747
-13% -$18.1M 3.06% 13
2021
Q1 		$139M Buy
1,066,527
+118,382
+12% +$15.6M 3.92% 8
2020
Q4 		$126M Buy
948,145
+160,608
+20% +$21.4M 4.11% 9
2020
Q3 		$105M Buy
787,537
+138,540
+21% +$18.5M 4.13% 8
2020
Q2 		$86.8M Buy
648,997
+33,630
+5% +$4.48M 3.97% 10
2020
Q1 		$82.1M Buy
615,367
+14,706
+2% +$1.89M 5.74% 6
2019
Q4 		$75.5M Sell
600,661
-1,046
-0.2% -$132K 4.74% 7
2019
Q3 		$76.3M Buy
601,707
+4,853
+0.8% +$613K 5.59% 7
2019
Q2 		$75.1M Buy
596,854
+34,055
+6% +$4.21M 6.06% 7
2019
Q1 		$69.3M Sell
562,799
-351,290
-38% -$42.8M 5.77% 7
2018
Q4 		$111M Buy
914,089
+25,009
+3% +$2.98M 10.19% 1
2018
Q3 		$106M Buy
889,080
+157,276
+21% +$18.8M 9.44% 2
2018
Q2 		$87.8M Buy
+731,804
New +$87.5M 8.57% 2

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

Mather Group's IEI Position: Q1 2026 in Review

Mather Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 130% in Q1 2026, buying an estimated $354K and bringing the position to 5,248 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #441.

Mather Group first reported a position in IEI in Q2 2018 and has held it in 32 quarters since. The position peaked at $139M in Q1 2021. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Mather Group held 5,248 shares of iShares 3-7 Year Treasury Bond ETF worth $622K as of Q1 2026.
  • Mather Group bought 2,969 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $354K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #441 holding.
  • Mather Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Mather Group's iShares 3-7 Year Treasury Bond ETF position peaked at $139M in Q1 2021.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.