MCF Advisors
IEI icon

MCF Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MCF Advisors’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 		– Sell
-704
Closed -$82.7K – 839
2026
Q2 		$82.7K Hold
704
– – ﹤0.01% 569
2026
Q1 		$83.5K Hold
704
– – ﹤0.01% 525
2025
Q4 		$84K Hold
704
– – ﹤0.01% 425
2025
Q3 		$84.1K Hold
704
– – 0.01% 350
2025
Q2 		$83.8K Hold
704
– – 0.01% 336
2025
Q1 		$83.2K Hold
704
– – 0.01% 334
2024
Q4 		$81.3K Hold
704
– – 0.01% 339
2024
Q3 		$84.2K Hold
704
– – 0.01% 325
2024
Q2 		$81.3K Sell
704
-136
-16% -$15.6K 0.01% 325
2024
Q1 		$97.3K Buy
840
+136
+19% +$15.8K 0.01% 298
2023
Q4 		$82.5K Buy
704
+533
+312% +$60.8K 0.01% 321
2023
Q3 		$19.4K Buy
+171
New +$19.6K ﹤0.01% 492

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MCF Advisors's IEI Position: Q3 2026 in Review

MCF Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 704 shares — an estimated $82.7K sold.

MCF Advisors first reported a position in IEI in Q3 2023 and held it in 12 quarters. The position peaked at $97.3K in Q1 2024. 402 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • MCF Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 704 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $82.7K.
  • MCF Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and held it in 12 quarters.
  • MCF Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $97.3K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.