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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
Q3 		– Sell
-92
Closed -$10.7K – 453
2026
Q2 		$10.7K Buy
+92
New +$10.8K 0.01% 195

Other funds holding IEI

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MJT & Associates Financial Advisory's IEI Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 92 shares — an estimated $10.7K sold.

MJT & Associates Financial Advisory first reported a position in IEI in Q2 2026 and held it in 1 quarter. The position peaked at $10.7K in Q2 2026. 44 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 92 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $10.7K.
  • MJT & Associates Financial Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $10.7K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.