MBL Wealth, LLC IEI holdings history
ISHARES 3-7 YEAR TREASURY BO · CUSIP 464288661 · CIK 1845785
As of 2026-06-30, MBL Wealth, LLC reported 252.03K IEI (shares), valued at $29.60M, or 2.02% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 6.13%; reported value increased 5.10%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.02% | 252,032 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 2.13% | 237,478 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.12% | 220,933 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.19% | 209,779 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 2.28% | 200,198 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.49% | 208,387 | SEC filing ↗Filed May 21, 2025 |
| Q4 2024 | 2.37% | 204,769 | SEC filing ↗Filed Apr 21, 2025 |
| Q3 2024 | 2.54% | 197,052 | SEC filing ↗Filed Jan 8, 2025 |
| Q2 2024 | 2.52% | 194,512 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 2.46% | 186,851 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 2.48% | 169,389 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 2.38% | 149,570 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.38% | 149,570 | $16.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.48% | 169,389 | $19.84M | Shares increased 13.25%; reported value increased 17.22%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 2.46% | 186,851 | $21.64M | Shares increased 10.31%; reported value increased 9.07%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 2.52% | 194,512 | $22.46M | Shares increased 4.10%; reported value increased 3.79%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.54% | 197,052 | $23.57M | Shares increased 1.31%; reported value increased 4.93%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2025 |
| Q4 2024 | 2.37% | 204,769 | $23.66M | Shares increased 3.92%; reported value increased 0.39%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q1 2025 | 2.49% | 208,387 | $24.62M | Shares increased 1.77%; reported value increased 4.04%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 21, 2025 |
| Q2 2025 | 2.28% | 200,198 | $23.84M | Shares decreased 3.93%; reported value decreased 3.15%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.19% | 209,779 | $25.07M | Shares increased 4.79%; reported value increased 5.16%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 2.12% | 220,933 | $26.37M | Shares increased 5.32%; reported value increased 5.18%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.13% | 237,478 | $28.16M | Shares increased 7.49%; reported value increased 6.81%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.02% | 252,032 | $29.60M | Shares increased 6.13%; reported value increased 5.10%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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