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

MorganRosel 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	$635K	Sell	5,351 -2,897	-35%	-$346K	0.25%	68
2025 Q4	$984K	Buy	8,248 +87	+1%	+$10.4K	0.25%	62
2025 Q3	$975K	Buy	8,161 +329	+4%	+$39.1K	0.25%	64
2025 Q2	$933K	Buy	7,832 +474	+6%	+$55.9K	0.25%	62
2025 Q1	$869K	Buy	7,358 +466	+7%	+$54.3K	0.26%	59
2024 Q4	$796K	Sell	6,892 -180	-3%	-$21K	0.26%	69
2024 Q3	$846K	Buy	7,072 +171	+2%	+$20.2K	0.28%	62
2024 Q2	$797K	Sell	6,901 -477	-6%	-$54.7K	0.28%	67
2024 Q1	$854K	Buy	+7,378	New	+$856K	0.3%	61

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 35% in Q1 2026, selling an estimated $346K and leaving 5,351 shares worth $635K. The position accounts for 0.25% of the portfolio, ranked #68.

MorganRosel Wealth Management first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $984K in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

MorganRosel Wealth Management held 5,351 shares of iShares 3-7 Year Treasury Bond ETF worth $635K as of Q1 2026.
MorganRosel Wealth Management sold 2,897 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $346K.
iShares 3-7 Year Treasury Bond ETF made up 0.25% of MorganRosel Wealth Management's portfolio in Q1 2026, its #68 holding.
MorganRosel Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
MorganRosel Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $984K in Q4 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.