MWM
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Meadowbrook Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Meadowbrook Wealth Management’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 		$280K Hold
2,387
– – 0.3% 64
2026
Q1 		$283K Buy
+2,387
New +$285K 0.38% 59

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Meadowbrook Wealth Management's IEI Position: Q2 2026 in Review

Meadowbrook Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 2,387 shares worth $280K. The position accounts for 0.3% of the portfolio, ranked #64.

Meadowbrook Wealth Management first reported a position in IEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $283K in Q1 2026. 510 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Meadowbrook Wealth Management held 2,387 shares of iShares 3-7 Year Treasury Bond ETF worth $280K as of Q2 2026.
  • Meadowbrook Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.3% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Meadowbrook Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Meadowbrook Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $283K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.