MidAtlantic Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MidAtlantic Capital 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 Q1	–	Sell	-441	Closed	-$52.6K	–	135
2025 Q4	$52.6K	Buy	+441	New	+$52.8K	0.03%	140
2025 Q1	–	Sell	-441	Closed	-$51K	–	136
2024 Q4	$51K	Hold	441	–	–	0.04%	132
2024 Q3	$52.7K	Hold	441	–	–	0.04%	127
2024 Q2	$50.9K	Hold	441	–	–	0.04%	125
2024 Q1	$51.1K	Buy	+441	New	+$51.2K	0.04%	128

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MidAtlantic Capital Management's IEI Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 441 shares — an estimated $52.6K sold.

MidAtlantic Capital Management first reported a position in IEI in Q1 2024 and held it in 5 quarters. The position peaked at $52.7K in Q3 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

MidAtlantic Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 441 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $52.6K.
MidAtlantic Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
MidAtlantic Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $52.7K in Q3 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.