Beacon Pointe Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Beacon Pointe Advisors’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 Q2	$282K	Buy	2,403 +348	+17%	+$41K	﹤0.01%	1636
2026 Q1	$244K	Buy	+2,055	New	+$245K	﹤0.01%	1645
2025 Q4	–	Sell	-1,726	Closed	-$206K	–	1534
2025 Q3	$206K	Buy	+1,726	New	+$205K	﹤0.01%	1313
2024 Q2	–	Sell	-3,990	Closed	-$462K	–	1329
2024 Q1	$462K	Buy	+3,990	New	+$463K	0.01%	940
2022 Q4	–	Sell	-14,452	Closed	-$1.65M	–	1082
2022 Q3	$1.65M	Sell	14,452 -206	-1%	-$24.4K	0.04%	352
2022 Q2	$1.75M	Sell	14,658 -6,426	-30%	-$768K	0.04%	354
2022 Q1	$2.57M	Buy	21,084 +224	+1%	+$28.1K	0.04%	396
2021 Q4	$2.68M	Sell	20,860 -316	-1%	-$40.8K	0.07%	213
2021 Q3	$2.76M	Sell	21,176 -1,132	-5%	-$148K	0.07%	240
2021 Q2	$2.91M	Sell	22,308 -2,355	-10%	-$307K	0.1%	177
2021 Q1	$3.2M	Buy	+24,663	New	+$3.24M	0.2%	98

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Beacon Pointe Advisors's IEI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 17% in Q2 2026, buying an estimated $41K and bringing the position to 2,403 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Beacon Pointe Advisors first reported a position in IEI in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.2M in Q1 2021. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Beacon Pointe Advisors held 2,403 shares of iShares 3-7 Year Treasury Bond ETF worth $282K as of Q2 2026.
Beacon Pointe Advisors bought 348 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $41K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1636 holding.
Beacon Pointe Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 11 quarters since.
Beacon Pointe Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.2M in Q1 2021.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.