Midwest Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Midwest Trust’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	$533K	Sell	4,702 -16	-0.3%	-$1.86K	0.01%	452
2026 Q2	$554K	Hold	4,718	–	–	0.01%	433
2026 Q1	$560K	Sell	4,718 -188	-4%	-$22.4K	0.01%	425
2025 Q4	$586K	Sell	4,906 -170	-3%	-$20.3K	0.01%	408
2025 Q3	$607K	Buy	5,076 +891	+21%	+$106K	0.01%	403
2025 Q2	$498K	Buy	+4,185	New	+$494K	0.01%	421

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Midwest Trust's IEI Position: Q3 2026 in Review

Midwest Trust reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.34% in Q3 2026, selling an estimated $1.86K and leaving 4,702 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #452.

Midwest Trust first reported a position in IEI in Q2 2025 and has held it in 6 quarters since. The position peaked at $607K in Q3 2025. 402 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Midwest Trust held 4,702 shares of iShares 3-7 Year Treasury Bond ETF worth $533K as of Q3 2026.
Midwest Trust sold 16 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.86K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #452 holding.
Midwest Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $607K in Q3 2025.
402 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.