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Becker Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Becker Capital 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
Q2 		$8.87M Buy
75,523
+3,875
+5% +$456K 0.24% 89
2026
Q1 		$8.5M Buy
71,648
+33,013
+85% +$3.94M 0.25% 90
2025
Q4 		$4.61M Buy
38,635
+5,755
+18% +$689K 0.13% 105
2025
Q3 		$3.93M Buy
32,880
+2,349
+8% +$279K 0.11% 112
2025
Q2 		$3.64M Buy
30,531
+1,573
+5% +$186K 0.11% 111
2025
Q1 		$3.42M Buy
28,958
+1,825
+7% +$213K 0.11% 118
2024
Q4 		$3.14M Sell
27,133
-7,608
-22% -$888K 0.1% 119
2024
Q3 		$4.16M Buy
34,741
+24,341
+234% +$2.88M 0.14% 112
2024
Q2 		$1.2M Hold
10,400
– – 0.04% 151
2024
Q1 		$1.2M Hold
10,400
– – 0.04% 152
2023
Q4 		$1.22M Sell
10,400
-10,700
-51% -$1.22M 0.04% 149
2023
Q3 		$2.39M Buy
+21,100
New +$2.41M 0.09% 118

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Becker Capital Management's IEI Position: Q2 2026 in Review

Becker Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.4% in Q2 2026, buying an estimated $456K and bringing the position to 75,523 shares worth $8.87M. The position accounts for 0.24% of the portfolio, ranked #89.

Becker Capital Management first reported a position in IEI in Q3 2023 and has held it in 12 quarters since. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Becker Capital Management held 75,523 shares of iShares 3-7 Year Treasury Bond ETF worth $8.87M as of Q2 2026.
  • Becker Capital Management bought 3,875 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $456K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.24% of Becker Capital Management's portfolio in Q2 2026, its #89 holding.
  • Becker Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.