Matthew Hamilton Rosenberg’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$2.61K	Sell	23 -85	-79%	-$9.85K	﹤0.01%	743
2026 Q2	$12.7K	Hold	108	–	–	﹤0.01%	596
2026 Q1	$12.8K	Hold	108	–	–	﹤0.01%	590
2025 Q4	$12.9K	Hold	108	–	–	﹤0.01%	595
2025 Q3	$12.9K	Hold	108	–	–	﹤0.01%	602
2025 Q2	$12.9K	Sell	108 -68	-39%	-$8.02K	﹤0.01%	627
2025 Q1	$20.8K	Buy	176 +23	+15%	+$2.68K	0.01%	529
2024 Q4	$17.7K	Hold	153	–	–	﹤0.01%	555
2024 Q3	$18.3K	Buy	153 +68	+80%	+$8.04K	﹤0.01%	554
2024 Q2	$9.75K	Sell	85 -68	-44%	-$7.79K	﹤0.01%	596
2024 Q1	$17.6K	Buy	153 +85	+125%	+$9.87K	0.01%	556
2023 Q4	$7.96K	Hold	68	–	–	﹤0.01%	643
2023 Q3	$7.7K	Hold	68	–	–	﹤0.01%	648
2023 Q2	$7.84K	Hold	68	–	–	﹤0.01%	655
2023 Q1	$8K	Hold	68	–	–	﹤0.01%	691
2022 Q4	$7.81K	Hold	68	–	–	﹤0.01%	686
2022 Q3	$8K	Sell	68 -198	-74%	-$23.4K	﹤0.01%	670
2022 Q2	$32K	Hold	266	–	–	0.01%	537
2022 Q1	$32K	Hold	266	–	–	0.01%	513
2021 Q4	$34K	Hold	266	–	–	0.01%	472
2021 Q3	$35K	Hold	266	–	–	0.01%	445
2021 Q2	$35K	Hold	266	–	–	0.02%	412
2021 Q1	$35K	Hold	266	–	–	0.02%	378
2020 Q4	$35K	Hold	266	–	–	0.02%	366
2020 Q3	$36K	Hold	266	–	–	0.03%	341
2020 Q2	$36K	Hold	266	–	–	0.03%	342
2020 Q1	$36K	Buy	+266	New	+$34.3K	0.04%	304

Other funds holding IEI

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Matthew Hamilton Rosenberg's IEI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 79% in Q3 2026, selling an estimated $9.85K and leaving 23 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Matthew Hamilton Rosenberg first reported a position in IEI in Q1 2020 and has held it in 27 quarters since. The position peaked at $36K in Q3 2020. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Matthew Hamilton Rosenberg held 23 shares of iShares 3-7 Year Treasury Bond ETF worth $2.61K as of Q3 2026.
Matthew Hamilton Rosenberg sold 85 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $9.85K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #743 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's iShares 3-7 Year Treasury Bond ETF position peaked at $36K in Q3 2020.
44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.