MLA
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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
JP Morgan Chase New York $1.47T 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 $57.2B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return