MML Investors Services
IEI icon

MML Investors Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MML Investors Services’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 		$15.9M Buy
135,764
+25,344
+23% +$2.98M 0.03% 474
2026
Q1 		$13.1M Sell
110,420
-45,897
-29% -$5.47M 0.04% 457
2025
Q4 		$18.7M Buy
156,317
+17,636
+13% +$2.11M 0.05% 380
2025
Q3 		$16.6M Sell
138,681
-32,086
-19% -$3.82M 0.04% 391
2025
Q2 		$20.3M Sell
170,767
-2,142
-1% -$253K 0.06% 318
2025
Q1 		$20.4M Sell
172,909
-25,824
-13% -$3.01M 0.07% 290
2024
Q4 		$23M Buy
198,733
+35,426
+22% +$4.13M 0.08% 249
2024
Q3 		$19.5M Buy
163,307
+45,271
+38% +$5.35M 0.07% 272
2024
Q2 		$13.6M Sell
118,036
-32,124
-21% -$3.68M 0.06% 322
2024
Q1 		$17.4M Sell
150,160
-70,932
-32% -$8.23M 0.07% 275
2023
Q4 		$25.9M Buy
221,092
+48,580
+28% +$5.54M 0.12% 187
2023
Q3 		$19.5M Buy
172,512
+65,332
+61% +$7.47M 0.11% 198
2023
Q2 		$12.4M Buy
107,180
+5,677
+6% +$665K 0.07% 280
2023
Q1 		$11.9M Buy
101,503
+16,215
+19% +$1.88M 0.08% 249
2022
Q4 		$9.8M Buy
85,288
+37,406
+78% +$4.29M 0.06% 306
2022
Q3 		$5.47M Buy
47,882
+2,006
+4% +$237K 0.04% 416
2022
Q2 		$5.47M Sell
45,876
-85,581
-65% -$10.2M 0.04% 394
2022
Q1 		$16M Sell
131,457
-1,795
-1% -$225K 0.11% 196
2021
Q4 		$17.1M Buy
133,252
+3,224
+2% +$416K 0.12% 182
2021
Q3 		$16.9M Buy
130,028
+21,416
+20% +$2.81M 0.13% 171
2021
Q2 		$14.2M Buy
108,612
+4,312
+4% +$563K 0.12% 191
2021
Q1 		$13.5M Sell
104,300
-49,708
-32% -$6.54M 0.13% 176
2020
Q4 		$20.5M Buy
154,008
+50,908
+49% +$6.77M 0.22% 105
2020
Q3 		$13.8M Sell
103,100
-4,491
-4% -$600K 0.17% 138
2020
Q2 		$14.4M Sell
107,591
-22,523
-17% -$3M 0.19% 123
2020
Q1 		$17.3M Sell
130,114
-15,574
-11% -$2.01M 0.3% 77
2019
Q4 		$18.3M Buy
145,688
+39,754
+38% +$5.02M 0.26% 92
2019
Q3 		$13.4M Buy
105,934
+4,592
+5% +$580K 0.22% 123
2019
Q2 		$12.7M Buy
101,342
+18,350
+22% +$2.27M 0.18% 140
2019
Q1 		$10.2M Buy
82,992
+48,437
+140% +$5.9M 0.16% 154
2018
Q4 		$4.2M Buy
34,555
+7,073
+26% +$844K 0.08% 269
2018
Q3 		$3.27M Buy
27,482
+5,067
+23% +$606K 0.06% 307
2018
Q2 		$2.69M Sell
22,415
-16,480
-42% -$1.97M 0.06% 289
2018
Q1 		$4.69M Sell
38,895
-3,223
-8% -$389K 0.1% 199
2017
Q4 		$5.14M Buy
42,118
+2,920
+7% +$359K 0.1% 181
2017
Q3 		$4.84M Sell
39,198
-1,905
-5% -$236K 0.1% 184
2017
Q2 		$5.08M Buy
+41,103
New +$5.09M 0.1% 176

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
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
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

MML Investors Services's IEI Position: Q2 2026 in Review

MML Investors Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 23% in Q2 2026, buying an estimated $2.98M and bringing the position to 135,764 shares worth $15.9M. The position accounts for 0.03% of the portfolio, ranked #474.

MML Investors Services first reported a position in IEI in Q2 2017 and has held it in 37 quarters since. The position peaked at $25.9M in Q4 2023. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • MML Investors Services held 135,764 shares of iShares 3-7 Year Treasury Bond ETF worth $15.9M as of Q2 2026.
  • MML Investors Services bought 25,344 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.98M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #474 holding.
  • MML Investors Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares 3-7 Year Treasury Bond ETF position peaked at $25.9M in Q4 2023.
  • 542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.