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Merit Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Merit Financial Group’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 		$2.14M Buy
18,226
+7,460
+69% +$878K 0.01% 724
2026
Q1 		$1.28M Sell
10,766
-1,260
-10% -$150K 0.01% 867
2025
Q4 		$1.44M Buy
12,026
+4,188
+53% +$501K 0.01% 775
2025
Q3 		$937K Sell
7,838
-2,303
-23% -$274K 0.01% 893
2025
Q2 		$1.21M Sell
10,141
-6,030
-37% -$711K 0.01% 705
2025
Q1 		$1.91M Sell
16,171
-2,568
-14% -$299K 0.03% 431
2024
Q4 		$2.17M Buy
+18,739
New +$2.19M 0.04% 338
2024
Q1 		– Sell
-4,133
Closed -$484K – 892
2023
Q4 		$484K Buy
4,133
+1,909
+86% +$218K 0.01% 507
2023
Q3 		$252K Buy
2,224
+252
+13% +$28.8K 0.01% 635
2023
Q2 		$227K Buy
+1,972
New +$231K 0.01% 666

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group's IEI Position: Q2 2026 in Review

Merit Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 69% in Q2 2026, buying an estimated $878K and bringing the position to 18,226 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #724.

Merit Financial Group first reported a position in IEI in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.17M in Q4 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Merit Financial Group held 18,226 shares of iShares 3-7 Year Treasury Bond ETF worth $2.14M as of Q2 2026.
  • Merit Financial Group bought 7,460 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $878K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #724 holding.
  • Merit Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • Merit Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.17M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.