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MMBG Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MMBG Investment Advisors’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 		$2.9M Buy
24,690
+1,520
+7% +$179K 0.23% 63
2026
Q1 		$2.75M Buy
23,170
+4,310
+23% +$514K 0.25% 57
2025
Q4 		$2.25M Buy
18,860
+11,290
+149% +$1.35M 0.19% 69
2025
Q3 		$905K Buy
7,570
+2,880
+61% +$343K 0.08% 108
2025
Q2 		$559K Buy
4,690
+1,380
+42% +$163K 0.06% 127
2025
Q1 		$391K Buy
3,310
+2,870
+652% +$334K 0.04% 135
2024
Q4 		$253K Buy
+440
New +$51.4K 0.03% 157

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MMBG Investment Advisors's IEI Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.6% in Q2 2026, buying an estimated $179K and bringing the position to 24,690 shares worth $2.9M. The position accounts for 0.23% of the portfolio, ranked #63.

MMBG Investment Advisors first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • MMBG Investment Advisors held 24,690 shares of iShares 3-7 Year Treasury Bond ETF worth $2.9M as of Q2 2026.
  • MMBG Investment Advisors bought 1,520 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $179K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.23% of MMBG Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • MMBG Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.