MB, Levis & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MB, Levis & Associates’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
2025 Q3	–	Sell	-50	Closed	-$5.96K	–	275
2025 Q2	$5.96K	Hold	50	–	–	﹤0.01%	212
2025 Q1	$5.91K	Hold	50	–	–	﹤0.01%	210
2024 Q4	$5.78K	Hold	50	–	–	﹤0.01%	213
2024 Q3	$5.98K	Hold	50	–	–	﹤0.01%	214
2024 Q2	$5.77K	Hold	50	–	–	﹤0.01%	214
2024 Q1	$5.79K	Hold	50	–	–	﹤0.01%	209
2023 Q4	$5.86K	Hold	50	–	–	﹤0.01%	206
2023 Q3	$5.66K	Sell	50 -10	-17%	-$1.14K	﹤0.01%	214
2023 Q2	$6.92K	Buy	60 +10	+20%	+$1.17K	﹤0.01%	209
2023 Q1	$5.88K	Hold	50	–	–	﹤0.01%	215
2022 Q4	$5.75K	Buy	+50	New	+$5.73K	﹤0.01%	201

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MB, Levis & Associates's IEI Position: Q3 2025 in Review

MB, Levis & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 50 shares — an estimated $5.96K sold.

MB, Levis & Associates first reported a position in IEI in Q4 2022 and held it in 11 quarters. The position peaked at $6.92K in Q2 2023. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

MB, Levis & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 50 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.96K.
MB, Levis & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $6.92K in Q2 2023.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.