Morton Brown Family Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Morton Brown Family Wealth’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	$152K	Sell	1,298 -172	-12%	-$20.3K	0.03%	81
2026 Q1	$174K	Hold	1,470	–	–	0.05%	70
2025 Q4	$175K	Hold	1,470	–	–	0.05%	68
2025 Q3	$176K	Buy	1,470 +476	+48%	+$56.6K	0.05%	63
2025 Q2	$118K	Hold	994	–	–	0.04%	81
2025 Q1	$117K	Sell	994 -823	-45%	-$95.8K	0.04%	76
2024 Q4	$210K	Sell	1,817 -10	-0.5%	-$1.17K	0.07%	59
2024 Q3	$219K	Hold	1,827	–	–	0.08%	52
2024 Q2	$213K	Sell	1,827 -1,188	-39%	-$136K	0.08%	55
2024 Q1	$349K	Buy	3,015 +846	+39%	+$98.2K	0.14%	39
2023 Q4	$254K	Buy	2,169 +238	+12%	+$27.2K	0.11%	44
2023 Q3	$219K	Sell	1,931 -626	-24%	-$71.6K	0.11%	41
2023 Q2	$295K	Sell	2,557 -26	-1%	-$3.04K	0.16%	41
2023 Q1	$304K	Buy	2,583 +111	+4%	+$12.9K	0.18%	41
2022 Q4	$284K	Buy	+2,472	New	+$283K	0.19%	39

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morton Brown Family Wealth's IEI Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, selling an estimated $20.3K and leaving 1,298 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #81.

Morton Brown Family Wealth first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $349K in Q1 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Morton Brown Family Wealth held 1,298 shares of iShares 3-7 Year Treasury Bond ETF worth $152K as of Q2 2026.
Morton Brown Family Wealth sold 172 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.3K.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #81 holding.
Morton Brown Family Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Morton Brown Family Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $349K in Q1 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.