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 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 $1.56T 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

Mittelman Wealth Management's IEI Position: Q1 2026 in Review

Mittelman Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 2,701 shares worth $320K. The stake represents 0.2% of the portfolio and ranks #45 among its holdings. This is a return to the name: Mittelman Wealth Management previously reported a position in IEI as recently as Q4 2024.

Mittelman Wealth Management first reported a position in IEI in Q1 2024 and has held it in 4 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Mittelman Wealth Management held 2,701 shares of iShares 3-7 Year Treasury Bond ETF worth $320K as of Q1 2026.
iShares 3-7 Year Treasury Bond ETF was a new Mittelman Wealth Management position in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.2% of Mittelman Wealth Management's portfolio in Q1 2026, its #45 holding.
Mittelman Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.