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MJT & Associates Financial Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MJT & Associates Financial Advisory’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 		$10.7K Buy
+92
New +$10.8K 0.01% 195

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

MJT & Associates Financial Advisory's IEI Position: Q2 2026 in Review

MJT & Associates Financial Advisory opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 92 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

270 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • MJT & Associates Financial Advisory held 92 shares of iShares 3-7 Year Treasury Bond ETF worth $10.7K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new MJT & Associates Financial Advisory position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #195 holding.
  • 270 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.