Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCMLT
Beacon Capital Management LLC (Tennessee)’s
iShares 3-7 Year Treasury Bond ETF
IEI
Stock Holding History
Beacon Capital Management LLC (Tennessee)’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
2025
Q3
–
Sell
-211
Closed
-$25.1K
–
539
2025
Q2
$25.1K
Buy
211
+107
+103%
+$12.6K
﹤0.01%
466
2025
Q1
$12.3K
Buy
104
+99
+1,980%
+$11.5K
﹤0.01%
577
2024
Q4
$582
Hold
5
–
–
﹤0.01%
1024
2024
Q3
$598
Hold
5
–
–
﹤0.01%
1138
2024
Q2
$577
Hold
5
–
–
﹤0.01%
988
2024
Q1
$579
Hold
5
–
–
﹤0.01%
999
2023
Q4
$566
Hold
5
–
–
﹤0.01%
916
2023
Q3
$576
Hold
5
–
–
﹤0.01%
956
2023
Q2
$576
Sell
5
-24
-83%
-$2.81K
﹤0.01%
956
2023
Q1
$3.41K
Buy
29
+1
+4%
+$116
﹤0.01%
695
2022
Q4
$3.22K
Sell
28
-6
-18%
-$688
﹤0.01%
722
2022
Q3
$5K
Hold
34
–
–
﹤0.01%
588
2022
Q2
$5K
Hold
34
–
–
﹤0.01%
646
2022
Q1
$5K
Buy
+34
New
+$4.27K
﹤0.01%
646
Other funds holding IEI
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close