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 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

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

MCF Advisors's IEI Position: Q2 2026 in Review

MCF Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 704 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

MCF Advisors first reported a position in IEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $97.3K in Q1 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

MCF Advisors held 704 shares of iShares 3-7 Year Treasury Bond ETF worth $82.7K as of Q2 2026.
MCF Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #569 holding.
MCF Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
MCF Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $97.3K in Q1 2024.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.