MSWM
IEI icon

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

Mowery & Schoenfeld 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 		– Sell
-43
Closed -$5.13K – 422
2025
Q4 		$5.13K Buy
+43
New +$5.15K 0.01% 320

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 $424B AUM 22.96% 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 $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

Mowery & Schoenfeld Wealth Management's IEI Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 43 shares — an estimated $5.13K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IEI in Q4 2025 and held it in 1 quarter. The position peaked at $5.13K in Q4 2025. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 43 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.13K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $5.13K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.