MBL Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MBL Wealth’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 Q2	$29.6M	Buy	252,032 +14,554	+6%	+$1.71M	2.02%	12
2026 Q1	$28.2M	Buy	237,478 +16,545	+7%	+$1.97M	2.13%	12
2025 Q4	$26.4M	Buy	220,933 +11,154	+5%	+$1.33M	2.11%	13
2025 Q3	$25.1M	Buy	209,779 +9,581	+5%	+$1.14M	2.19%	12
2025 Q2	$23.8M	Sell	200,198 -8,189	-4%	-$966K	2.28%	12
2025 Q1	$24.6M	Buy	208,387 +3,618	+2%	+$421K	2.49%	11
2024 Q4	$23.7M	Buy	204,769 +7,717	+4%	+$901K	2.37%	11
2024 Q3	$23.6M	Buy	197,052 +2,540	+1%	+$300K	2.53%	11
2024 Q2	$22.5M	Buy	194,512 +7,661	+4%	+$878K	2.51%	10
2024 Q1	$21.6M	Buy	186,851 +17,462	+10%	+$2.03M	2.45%	10
2023 Q4	$19.8M	Buy	169,389 +19,819	+13%	+$2.26M	2.48%	10
2023 Q3	$16.9M	Buy	149,570 +24,945	+20%	+$2.85M	2.38%	12
2023 Q2	$14.4M	Buy	124,625 +9,689	+8%	+$1.13M	2.03%	14
2023 Q1	$13.5M	Buy	114,936 +48,292	+72%	+$5.61M	2.11%	14
2022 Q4	$7.66M	Buy	66,644 +1,437	+2%	+$165K	1.46%	19
2022 Q3	$7.45M	Buy	+65,207	New	+$7.72M	1.61%	15

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

MBL Wealth's IEI Position: Q2 2026 in Review

MBL Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.1% in Q2 2026, buying an estimated $1.71M and bringing the position to 252,032 shares worth $29.6M. The position accounts for 2.02% of the portfolio, ranked #12.

MBL Wealth first reported a position in IEI in Q3 2022 and has held it in 16 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

MBL Wealth held 252,032 shares of iShares 3-7 Year Treasury Bond ETF worth $29.6M as of Q2 2026.
MBL Wealth bought 14,554 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.71M.
iShares 3-7 Year Treasury Bond ETF made up 2.02% of MBL Wealth's portfolio in Q2 2026, its #12 holding.
MBL Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.