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	–	538
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IEI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 211 shares — an estimated $25.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IEI in Q1 2022 and held it in 14 quarters. The position peaked at $25.1K in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 211 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $25.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares 3-7 Year Treasury Bond ETF position peaked at $25.1K in Q2 2025.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.