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Modern Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Modern 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 		– Sell
-4,163
Closed -$497K – 917
2025
Q4 		$497K Sell
4,163
-3,291
-44% -$394K 0.01% 539
2025
Q3 		$891K Sell
7,454
-19,173
-72% -$2.28M 0.02% 414
2025
Q2 		$3.17M Buy
+26,627
New +$3.14M 0.08% 214

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Modern Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 4,163 shares — an estimated $497K sold.

Modern Wealth Management first reported a position in IEI in Q2 2025 and held it in 3 quarters. The position peaked at $3.17M in Q2 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Modern Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 4,163 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $497K.
  • Modern Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3.17M in Q2 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.