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

MBM Wealth Consultants’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	$13M	Buy	111,055 +17,854	+19%	+$2.1M	2.52%	11
2026 Q1	$11.1M	Buy	93,201 +9,502	+11%	+$1.13M	2.54%	12
2025 Q4	$9.99M	Buy	83,699 +3,103	+4%	+$371K	2.38%	12
2025 Q3	$9.63M	Buy	80,596 +7,691	+11%	+$915K	2.39%	12
2025 Q2	$8.68M	Buy	72,905 +3,947	+6%	+$466K	2.32%	12
2025 Q1	$8.15M	Buy	68,958 +4,319	+7%	+$503K	2.41%	12
2024 Q4	$7.47M	Buy	64,639 +13,222	+26%	+$1.54M	2.22%	12
2024 Q3	$6.15M	Buy	+51,417	New	+$6.08M	1.94%	12

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

MBM Wealth Consultants's IEI Position: Q2 2026 in Review

MBM Wealth Consultants increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q2 2026, buying an estimated $2.1M and bringing the position to 111,055 shares worth $13M. The position accounts for 2.52% of the portfolio, ranked #11.

MBM Wealth Consultants first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

MBM Wealth Consultants held 111,055 shares of iShares 3-7 Year Treasury Bond ETF worth $13M as of Q2 2026.
MBM Wealth Consultants bought 17,854 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.1M.
iShares 3-7 Year Treasury Bond ETF made up 2.52% of MBM Wealth Consultants's portfolio in Q2 2026, its #11 holding.
MBM Wealth Consultants first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.