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

Mittelman 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	$339K	Buy	2,859 +158	+6%	+$18.6K	0.22%	42
2026 Q1	$320K	Buy	+2,701	New	+$322K	0.2%	45
2025 Q1	–	Sell	-1,980	Closed	-$229K	–	35
2024 Q4	$229K	Buy	+1,980	New	+$231K	0.21%	31
2024 Q3	–	Sell	-1,930	Closed	-$223K	–	49
2024 Q2	$223K	Sell	1,930 -440	-19%	-$50.4K	0.14%	69
2024 Q1	$274K	Buy	+2,370	New	+$275K	0.19%	58

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

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

Mittelman Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,859 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #42.

Mittelman Wealth Management first reported a position in IEI in Q1 2024 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Mittelman Wealth Management held 2,859 shares of iShares 3-7 Year Treasury Bond ETF worth $339K as of Q2 2026.
Mittelman Wealth Management bought 158 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.6K.
iShares 3-7 Year Treasury Bond ETF made up 0.22% of Mittelman Wealth Management's portfolio in Q2 2026, its #42 holding.
Mittelman Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.