Mount Lucas Management
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Mount Lucas Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mount Lucas 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
Q3 		– Sell
-34,011
Closed -$3.99M – 169
2026
Q2 		$3.99M Sell
34,011
-9,206
-21% -$1.08M 1.42% 9
2026
Q1 		$5.13M Buy
43,217
+26,614
+160% +$3.17M 1.89% 6
2025
Q4 		$1.98M Sell
16,603
-6,350
-28% -$760K 0.79% 33
2025
Q3 		$2.74M Sell
22,953
-16,803
-42% -$2M 1.13% 19
2025
Q2 		$4.73M Sell
39,756
-18,333
-32% -$2.16M 2.02% 7
2025
Q1 		$6.86M Sell
58,089
-21,135
-27% -$2.46M 2.21% 6
2024
Q4 		$9.15M Buy
79,224
+56,812
+253% +$6.63M 3.19% 6
2024
Q3 		$2.68M Sell
22,412
-6,091
-21% -$720K 0.91% 21
2024
Q2 		$3.29M Buy
28,503
+4,769
+20% +$547K 0.94% 22
2024
Q1 		$2.75M Sell
23,734
-6,045
-20% -$702K 0.75% 34
2023
Q4 		$3.49M Buy
+29,779
New +$3.4M 1% 19
2023
Q3 		– Sell
-42,958
Closed -$4.95M – 140
2023
Q2 		$4.95M Buy
42,958
+17,200
+67% +$2.01M 1.66% 9
2023
Q1 		$3.03M Buy
+25,758
New +$2.99M 0.8% 33
2020
Q1 		– Sell
-166,433
Closed -$20.9M – 68
2019
Q4 		$20.9M Sell
166,433
-87,580
-34% -$11.1M 4.17% 2
2019
Q3 		$32.2M Sell
254,013
-107,250
-30% -$13.6M 5.77% 2
2019
Q2 		$45.4M Sell
361,263
-75,072
-17% -$9.28M 7.69% 2
2019
Q1 		$53.8M Sell
436,335
-385,107
-47% -$46.9M 8.89% 2
2018
Q4 		$100M Buy
+821,442
New +$98M 12.65% 3
2018
Q1 		– Sell
-5,618
Closed -$686K – 100
2017
Q4 		$686K Sell
5,618
-17,274
-75% -$2.12M 0.12% 100
2017
Q3 		$2.83M Buy
22,892
+19,158
+513% +$2.38M 0.51% 67
2017
Q2 		$461K Buy
+3,734
New +$462K 0.09% 100
2016
Q4 		– Sell
-3,012
Closed -$381K – 157
2016
Q3 		$381K Sell
3,012
-1,832
-38% -$232K 0.07% 109
2016
Q2 		$617K Sell
4,844
-7,874
-62% -$991K 0.1% 78
2016
Q1 		$1.6M Buy
+12,718
New +$1.59M 0.28% 49

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LPL Financial
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Truist Financial
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Mount Lucas Management's IEI Position: Q3 2026 in Review

Mount Lucas Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 34,011 shares — an estimated $3.99M sold.

Mount Lucas Management first reported a position in IEI in Q1 2016 and held it in 24 quarters. The position peaked at $100M in Q4 2018. 562 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Mount Lucas Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Mount Lucas Management sold 34,011 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.99M.
  • Mount Lucas Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 24 quarters.
  • Mount Lucas Management's iShares 3-7 Year Treasury Bond ETF position peaked at $100M in Q4 2018.
  • 562 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.