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Bellecapital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bellecapital’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
Q2 		– Sell
-2,466
Closed -$291K – 141
2025
Q1 		$291K Hold
2,466
– – 0.06% 100
2024
Q4 		$285K Sell
2,466
-220
-8% -$25.7K 0.05% 114
2024
Q3 		$321K Sell
2,686
-426
-14% -$50.3K 0.06% 116
2024
Q2 		$359K Hold
3,112
– – 0.08% 115
2024
Q1 		$360K Sell
3,112
-304
-9% -$35.3K 0.08% 119
2023
Q4 		$400K Hold
3,416
– – 0.09% 106
2023
Q3 		$387K Hold
3,416
– – 0.1% 119
2023
Q2 		$394K Sell
3,416
-220
-6% -$25.8K 0.1% 116
2023
Q1 		$428K Hold
3,636
– – 0.11% 121
2022
Q4 		$418K Hold
3,636
– – 0.12% 117
2022
Q3 		$416K Hold
3,636
– – 0.13% 115
2022
Q2 		$434K Buy
3,636
+1,334
+58% +$159K 0.12% 124
2022
Q1 		$281K Sell
2,302
-279
-11% -$35K 0.09% 163
2021
Q4 		$332K Buy
2,581
+259
+11% +$33.4K 0.09% 150
2021
Q3 		$302K Hold
2,322
– – 0.09% 161
2021
Q2 		$303K Hold
2,322
– – 0.09% 155
2021
Q1 		$302K Sell
2,322
-1,047
-31% -$138K 0.09% 152
2020
Q4 		$448K Buy
3,369
+267
+9% +$35.5K 0.15% 115
2020
Q3 		$414K Buy
3,102
+406
+15% +$54.3K 0.19% 98
2020
Q2 		$360K Buy
2,696
+374
+16% +$49.9K 0.17% 91
2020
Q1 		$310K Hold
2,322
– – 0.2% 93
2019
Q4 		$292K Sell
2,322
-126
-5% -$15.9K 0.15% 112
2019
Q3 		$310K Buy
2,448
+825
+51% +$104K 0.19% 100
2019
Q2 		$204K Hold
1,623
– – 0.13% 115
2019
Q1 		$200K Buy
+1,623
New +$198K 0.13% 108

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Bellecapital's IEI Position: Q2 2025 in Review

Bellecapital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 2,466 shares — an estimated $291K sold.

Bellecapital first reported a position in IEI in Q1 2019 and held it in 25 quarters. The position peaked at $448K in Q4 2020. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Bellecapital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bellecapital sold 2,466 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $291K.
  • Bellecapital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 25 quarters.
  • Bellecapital's iShares 3-7 Year Treasury Bond ETF position peaked at $448K in Q4 2020.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Bellecapital's 13F filing for Q2 2025, filed 29 Jul 2025.