Mather Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $445K | Sell |
3,792
-1,456
| -28% | -$171K | ﹤0.01% | 565 |
|
|
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
Mather Group's IEI Position: Q2 2026 in Review
Mather Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 28% in Q2 2026, selling an estimated $171K and leaving 3,792 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #565.
Mather Group first reported a position in IEI in Q2 2018 and has held it in 33 quarters since. The position peaked at $139M in Q1 2021. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.
- Mather Group held 3,792 shares of iShares 3-7 Year Treasury Bond ETF worth $445K as of Q2 2026.
- Mather Group sold 1,456 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $171K.
- iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #565 holding.
- Mather Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 33 quarters since.
- Mather Group's iShares 3-7 Year Treasury Bond ETF position peaked at $139M in Q1 2021.
- 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.
Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.