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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
Q2 		$328K Buy
2,790
+14
+0.5% +$1.65K 0.21% 97
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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mosaic Financial Group's IEI Position: Q2 2026 in Review

Mosaic Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.5% in Q2 2026, buying an estimated $1.65K and bringing the position to 2,790 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #97.

Mosaic Financial Group first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $330K in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Mosaic Financial Group held 2,790 shares of iShares 3-7 Year Treasury Bond ETF worth $328K as of Q2 2026.
  • Mosaic Financial Group bought 14 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.65K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.21% of Mosaic Financial Group's portfolio in Q2 2026, its #97 holding.
  • Mosaic Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Mosaic Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $330K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.