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Mosaic Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mosaic Financial Group’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 		$329K Buy
2,776
+9
+0.3% +$1.07K 0.23% 90
2025
Q4 		$330K Buy
2,767
+18
+0.7% +$2.15K 0.23% 95
2025
Q3 		$329K Buy
+2,749
New +$327K 0.23% 87

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

Mosaic Financial Group's IEI Position: Q1 2026 in Review

Mosaic Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.33% in Q1 2026, buying an estimated $1.07K and bringing the position to 2,776 shares worth $329K. The position accounts for 0.23% of the portfolio, ranked #90.

Mosaic Financial Group first reported a position in IEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $330K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Mosaic Financial Group held 2,776 shares of iShares 3-7 Year Treasury Bond ETF worth $329K as of Q1 2026.
  • Mosaic Financial Group bought 9 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.07K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.23% of Mosaic Financial Group's portfolio in Q1 2026, its #90 holding.
  • Mosaic Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Mosaic Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $330K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.